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Financial Consultant - Longwood & Winter Park area
DFCU Financial
Any Location, FL
Category
Accounting
Apply for Job
Job Description
Join the DFCU Financial team as a Financial Consultant in the Longwood & Winter Park area. Provide high-quality investment consultation services to members and ongoing service to established account holders.
Requirements
Business related bachelor's degree or equivalent experience
Active series 7, 65/66, Life and Variable Contracts licenses
Three years pertinent experience
Current Chartered Retirement Planning Counselor (CRPC) designation or ability to obtain within 6 months of hire
Excellent interpersonal skills, including effective verbal and written communication
Benefits
401k plan match, dollar for dollar up to 4%
Tuition reimbursement / Education assistance
Medical, dental and vision insurance
Health savings account (HSA)
Flexible spending accounts for medical and dependent care expenses
Adoption assistance for qualified expenses maximum $10,000 per child
Wellness initiatives and reimbursements
Pre-paid legal services plan
Identity protection plan
Accident supplemental plan
Short- & long-term disability plans paid for by company
Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child
Pet Insurance
Paid time off
Paid holidays (13 per year)
Free financial planning assistance
Paid lunch time
Numerous fun employee events throughout the year
Volunteer and community engagement opportunities
Employee loan discounts (closed-end loans)
Service / anniversary awards
Employee discounts for company logo wear
Recognition and awards for outstanding team and individual performance (branch and member service center employees)
Employee referral payouts for recruiting your friends and family
Ongoing training opportunities
Leadership development program
Flexible scheduling for students
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