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Listed on GTE Financial’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
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. The full posting is on their site.
Skills this role names
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What they ask for
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)