# Financial Advisor

Hiring organization: [GTE Financial](https://career.thegoodapps.co/organizations/gte-financial)

Canonical page: https://career.thegoodapps.co/jobs/18f277aa-a17f-4c48-9dbc-9eb26cce7fd4

Listed on GTE Financial's own careers site. Applications go to them directly.

- Employment type: full time
- Seniority: Mid
- Location: Tampa, FL

## Summary

A financial advisor role at a credit union where you'll provide personalized investment and retirement planning to members while building and maintaining a client base. This suits experienced advisors comfortable with consultative sales, regulatory compliance, and a hybrid work arrangement in the Tampa area.

_Our summary, not GTE Financial's wording._

## Skills named

Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Teams, Microsoft Word

## Required

- 5+ years financial services experience
- 2+ years sales experience in financial services
- FINRA Series 7 license or obtain within 90 days
- FINRA Series 65 or Series 66 license or obtain within 90 days
- Life/Health Insurance license or obtain within 90 days
- College degree or equivalent professional experience
- Knowledge of SEC, FINRA, and NCUA regulations
- Proficiency with Microsoft Office and Teams
- Ability to work hybrid schedule from Tampa-area office

## Nice to have

- Bilingual English/Spanish
- LUTCF, CLU, ChFC, or CFP certification or actively pursuing
- College degree (though equivalent experience acceptable)

Apply on GTE Financial's site: https://gtefinancial.wd1.myworkdayjobs.com/en-US/GTE_Financial_Career/job/Tampa-FL-HQ/Financial-Advisor_R1850