Investment Advisor

Dort Financial Credit Union

$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, business, or related field
  • FINRA Series 7 & 66 licenses required
  • State Insurance licenses required
  • 2+ years of financial planning/sales experience
  • Proven sales and relationship-building skills

Responsibilities

  • Build strong member relationships through investment and insurance solutions
  • Provide financial planning and investment guidance to members
  • Manage portfolios aligning with member goals
  • Develop and implement business development strategies
  • Achieve and exceed individualized sales goals

Benefits

  • Built-in member leads and referrals
  • Guaranteed base salary for up to 9 months
  • Transition to uncapped commission after initial period
  • Year one earning potential of $100,000 to $150,000
Full Job Description
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

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.

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