Financial Consultant - Longwood & Winter Park area

DFCU Financial
Any Location, FL
Category Accounting
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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