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HomeCompanies198ce707 480d 4d5a A725 704475ff4220 19000101 000001Investment Advisor

Investment Advisor

198ce707 480d 4d5a A725 704475ff4220 19000101 000001 · North Palm Beach, North Palm Beach, FL, US, North Palm Beach, FL · Active · $49,400–$150,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company198ce707 480d 4d5a A725 704475ff4220 19000101 000001
TitleInvestment Advisor
Normalized title-
Department / team-
LocationNorth Palm Beach, FL, United States
Work model-
Employment typeFull Time
Salary$49,400–$150,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-05 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from 198ce707 480d 4d5a A725 704475ff4220 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in North Palm Beach.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company198ce707 480d 4d5a A725 704475ff4220 19000101 000001
Source087f303f-ef0c-4857-9459-5d08b0696fbc
ATS providerADP Workforce Now Recruiting

Description

The Investment Advisor Role has a high earning potential Built in member leads and referrals Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission Year one earning potential of $100,000 to $150,000 Flagler Credit Union , a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching lives—our members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact. We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core values— Empowerment, Accountability, Transparency, Collaboration, and Volunteerism —guide everything we do. Why Join Us? We offer a comprehensive benefits package starting day one, including: Medical, dental, and vision insurance Life, AD&D, and disability coverage HSA & FSA options Tuition reimbursement (full-time) 401(k) with match and safe harbor Paid time off and holidays Additional perks like LegalShield, pet benefits, EAP, and telemedicine Position Overview This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members’ goals. Qualifications Bachelor’s degree in finance, business, or related field FINRA Series 7 & 66 and State Insurance licenses required 2+ years of financial planning/sales experience What We’re Looking For Proven sales and relationship-building skills Strong business development mindset Motivation to exceed goals Effective presentation and communication skills Ready to make an impact? Apply today and grow with us. *Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*

Full job record

Job IDdf2ee8cd0790a915281ab759bf8e83f98f1a2c8b
Org IDe3729966-1e43-410f-bcb2-cf642f9ab7ee
Source ID087f303f-ef0c-4857-9459-5d08b0696fbc
Board ID087f303f-ef0c-4857-9459-5d08b0696fbc
Provideradp_workforcenow
Provider Job Key632858
TitleInvestment Advisor
Normalized Title
Statusactive
Activeyes
Location TextNorth Palm Beach, North Palm Beach, FL, US, North Palm Beach, FL
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionFL
CityNorth Palm Beach
Salary Raw49400.00 To 150000.00 (USD) Annually
Salary Min49,400
Salary Max150,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=198ce707-480d-4d5a-a725-704475ff4220&ccId=19000101_000001&lang=en_US&type=JS&jobId=632858&jwId=9205195353818_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=198ce707-480d-4d5a-a725-704475ff4220&ccId=19000101_000001&lang=en_US&type=JS&jobId=632858&jwId=9205195353818_1
First Seen At2026-05-31 18:11:16Z
Last Seen At2026-06-06 12:37:47Z
Last Checked At2026-06-06 12:37:47Z
Last Changed At2026-06-06 12:37:47Z
Inactive At
Source Posted At2026-06-05 18:50:00Z
Source Updated At
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Event Fields
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Parsed Structured
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Extensions
{}
Native Structured
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    "requisitionDescription": "<div><div><p data-pasted=\"true\"><span style=\"font-family: tahoma, sans-serif; font-size: 14px;\"><strong><span style=\"color: rgb(0, 0, 0);\">The Investment Advisor Role has a high earning potential</span></strong></span></p><div style='--tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; box-sizing: border-box; overflow-wrap: break-word; color: rgb(38, 35, 33); font-family: Circular, -apple-system, BlinkMacSystemFont, \"Segoe UI\", Roboto, Oxygen, Ubuntu, Cantarell, \"Fira Sans\", \"Droid Sans\", \"Helvetica Neue\", sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><div style=\"--tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; box-sizing: border-box;\"><div style=\"--tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; box-sizing: border-box;\"><div style=\"--tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; box-sizing: border-box; overflow-wrap: break-word;\"><div style=\"--tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; box-sizing: border-box;\"><div style=\"--tw-shadow: 0 0 #0000; --tw-ring-inset: var(--tw-empty,/*!*/ /*!*/); --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; box-sizing: border-box; overflow-wrap: break-word;\"><div style=\"font-family:'Segoe UI';font-size:14px;font-style:normal;font-weight:400;line-height:20px;\" data-pasted=\"true\"><ul><li style=\"color: rgb(0, 0, 0); font-family: tahoma, sans-serif; font-size: 14px;\"><em>Built in member leads and referrals</em></li><li style=\"color: rgb(0, 0, 0); font-family: tahoma, sans-serif; font-size: 14px;\"><em>Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission</em></li><li style=\"color: rgb(0, 0, 0); font-family: tahoma, sans-serif; font-size: 14px;\"><em>Year one earning potential of $100,000 to $150,000</em></li></ul><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>Flagler Credit Union</strong>, a division of Dort Financial Credit Union, is seeking team members who are passionate about enriching lives&mdash;our members, employees, and communities. We strive to lead our industry through exceptional financial services, a diverse and empowered workforce, and meaningful community impact.</span></p><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">We foster a culture of excellence with strong opportunities for growth, engagement, and advancement. Our core values&mdash;<strong>Empowerment, Accountability, Transparency, Collaboration, and Volunteerism</strong>&mdash;guide everything we do.</span></p><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>Why Join Us?</strong><br>We offer a comprehensive benefits package starting day one, including:</span></p><ul><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Medical, dental, and vision insurance</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Life, AD&amp;D, and disability coverage</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">HSA &amp; FSA options</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Tuition reimbursement (full-time)</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">401(k) with match and safe harbor</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Paid time off and holidays</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Additional perks like LegalShield, pet benefits, EAP, and telemedicine</li></ul><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>Position Overview</strong><br>This role focuses on building strong member relationships through investment and insurance solutions. You will provide financial planning, investment guidance, and portfolio management aligned with members&rsquo; goals.</span></p><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>Qualifications</strong></span></p><ul><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>Bachelor&rsquo;s degree</strong> in finance, business, or related field</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>FINRA Series 7 &amp; 66</strong> and <strong>State Insurance</strong> licenses<strong>&nbsp;required</strong></li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>2+ years</strong> of financial planning/sales experience</li></ul><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\"><strong>What We&rsquo;re Looking For</strong></span></p><ul><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Proven sales and relationship-building skills</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Strong business development mindset</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Motivation to exceed goals</li><li style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Effective presentation and communication skills</li></ul><p><span style=\"font-family: tahoma, sans-serif; font-size: 14px; color: rgb(0, 0, 0);\">Ready to make an impact? <strong>Apply today and grow with us.</strong></span></p></div></div></div></div></div></div></div><div><div><div><div><div><div><div><p><span style=\"font-family: tahoma, sans-serif;\"><em data-pasted=\"true\"><span style=\"font-size: 14px; color: rgb(0, 0, 0);\">*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*</span></em></span></p></div></div></div></div></div></div></div></div></div>\n",
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