Financial Advisor - Pinellas Market
GTE Financial(3 months ago)
About this role
A Financial Advisor at GTE Financial is an experienced financial services professional who supports credit union members by providing personalized financial guidance and planning. The role is based in Tampa, FL (with branch coverage across multiple counties) and operates on a hybrid schedule. The advisor helps advance the credit union’s mission by enabling members to make informed financial decisions and access appropriate financial solutions.
Required Skills
- Financial Planning
- Regulatory Compliance
- Sales
- Relationship Building
- Prospecting
- Client Presentations
- Microsoft Office
- Teams
- Bilingual
- Data Analysis
Qualifications
- College Degree (Preferred)
- FINRA Series 7
- FINRA Series 65
- FINRA Series 66
- Life/Health Insurance License
- LUTCF
- CLU
- ChFC
- CFP
About GTE Financial
gtefinancial.orgGTE Financial is one of the largest locally owned and operated financial institutions in the nation. Convenient locations and free ATMs. Tampa Credit Union offering savings, checking, credit cards, auto loans, home loans, personal loans, and more.
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