Financial Advisor

About Gulf Winds

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren’t treated like an account number, but as part of the family.

Our Values

We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.

Integrity
We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care
We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth
We set ambitious goals, provide personal development opportunities, and encourage results.

Innovation
We challenge the status quo to enhance the member’s experience and solve tomorrow’s challenges today.

Working at Gulf Winds

Working at Gulf Winds is not just a job, it’s a career. We’re hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

Role:

The Financial Advisor is responsible for providing comprehensive financial planning, investment management, and wealth-building strategies to individuals, families, and business clients. This role involves building strong, trust-based relationships by understanding clients' financial goals, offering personalized solutions, and ensuring exceptional service delivery. The Financial Advisor acts as a strategic partner, guiding clients through all aspects of their financial life.

Essential Functions & Responsibilities:

Provides sound advice to clients and credit union member prospects to determine financial goals, identify suitable products and services based on unique needs and risk tolerance, present customized recommendations and financial plans, offer advice and complete the sales and engagement process.

Leverage relationships with Raymond James to execute our long term growth strategies within the organization.

Identify and keep abreast of new market trends. Utilize this knowledge to communicate with potential and existing clients in regards to portfolio creation or changes.

Build relationships with credit union retail teams and other credit union centers of influence.

Maintain member/ client files and books and records in compliance with the requirements of our broker/ dealer, FINRA, state regulations and insurance regulators as well as including the NCUA.

Performs other job related duties as assigned.

Performance Measurements:
1. Maintain and submit accurate, timely reporting.
2. Complete assigned responsibilities with minimum number of errors according to established department standards.
3. Ensure compliance with all applicable rules and regulations in all areas of job activities.
4. Provide informed, professional, accurate service and support to all members and associates.
5. Keep management informed regarding key operating issues affecting the credit union.
6. Complies with all applicable rules, regulations and policies, including but not limited to BSA, OFAC and Physical Security.

Knowledge and Skills:

Experience: Three years of similar or related experience.

Education: Preferred college degree (BS or BA in a relevant field). Series 7, 66 FINRA licenses, Life & Disability insurance required: CFP Preferred.

Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.

Other Skills: Ability to read, write, comprehend, and speak English clearly. Normally expected to work between 8:00 a.m. and 5:00 p.m., but may be required to work nights and/or weekends. Must adhere to safety rules and regulations

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.