About this role

GTE Financial is seeking an experienced Financial Advisor to join their team in Tampa, FL. This role involves providing personalized financial advice and strategic planning to help members achieve their financial goals, including investments, retirement planning, and wealth management. The position requires a consultative sales approach, strong relationship-building skills, and adherence to regulatory compliance.

What we are looking for

6

Provide personalized financial advice and strategic planning
Develop and maintain deep understanding of financial trends and regulations
Build and manage a strong book of business through consultative sales
Foster long-term relationships with members
Ensure compliance with SEC, FINRA, and NCUA regulations
Minimum 5 years of experience in financial services with 2 years in sales

Skills mentioned

1

Microsoft Office