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Investment Advisor

Dort Federal Credit Union · North Palm Beach, FL
Full-timeFinance & InsuranceMid Level$49,400–$150,000/yr
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About the Investment Advisor role

Investment Advisor positions focus on delivering results in their domain. This page aggregates open Investment Advisor roles and what employers typically expect.

**The Investment Advisor Role has a high earning potential** - *Built in member leads and referrals* - *Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission* - *Year one earning potential of $100,000 to $150,000* **Flagler Credit Union**, a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching lives—our members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact. We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core values—**Empowerment, Accountability, Transparency, Collaboration, and Volunteerism**—guide everything we do. **Why Join Us?** We offer a comprehensive benefits package starting day one, including: - Medical, dental, and vision insurance - Life, AD&D, and disability coverage - HSA & FSA options - Tuition reimbursement (full-time) - 401(k) with match and safe harbor - Paid time off and holidays - Additional perks like LegalShield, pet benefits, EAP, and telemedicine **Position Overview** This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals. **Qualifications** - **Bachelor’s degree** in finance, business, or related field - **FINRA Series 7 & 66** and **State Insurance** licenses **required** - **2+ years** of financial planning/sales experience **What We’re Looking For** - Proven sales and relationship-building skills - Strong business development mindset - Motivation to exceed goals - Effective presentation and communication skills Ready to make an impact? **Apply today and grow with us.** *\*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.\**

Salary estimate

$49,400 – $150,000/yr
Provided by the employer.

Skills for this role

SalesCommunication

Resume tips for Investment Advisor applicants

Interview preparation

Prepare concrete STAR-format stories that show Investment Advisor outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Investment Advisor problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About Dort Federal Credit Union

Dort Federal Credit Union is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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