Financial Advisor ( Tallahasse/South Georgia Area)

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits do not drive us and never have. Since 1937, we have been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We are looking for team members who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

Summary

The Financial Advisor - Brokerage Services provides comprehensive investment and financial planning services to credit union members through the Raymond James broker-dealer platform. This role emphasizes a client-first, fiduciary approach, leveraging Raymond James' research, products, and technology while aligning with the credit union's mission of improving members' financial well-being. The advisor builds long-term relationships, delivers personalized advice, and collaborates closely with branch teammates to deepen member engagement and grow assets under management.

This position with cover the Tallahassee/South Georgia area.

Duties and Responsibilities

Member Advisory & Financial Planning

• Develop trusted advisory relationships with credit union members through holistic financial planning and investment management.
• Conduct thorough discovery conversations to assess goals, risk tolerance, time horizon, and overall financial circumstances.
• Deliver tailored recommendations utilizing Raymond James investment solutions, including brokerage accounts, advisory programs, retirement plans, annuities, insurance, and managed portfolios.
• Provide ongoing portfolio monitoring, reviews, and proactive guidance to support members through changing markets and life conditions.

Business Development & Credit Union Integration

• Partner with branch leaders, relationship managers, and frontline teammates to cultivate referrals and deliver a seamless member experience.
• Participate in branch-based activities, financial education seminars, workshops, and community outreach.
• Grow and retain assets under management through referrals, relationship expansion, and consistent follow-up.

Compliance, Risk & Fiduciary Standards

• Operate in compliance with Raymond James policies, FINRA and SEC regulations, and credit union procedures.
• Uphold Raymond James' and the credit union's best-interest and fiduciary standards in all recommendations.
• Maintain accurate documentation of client interactions, disclosures, and suitability determinations.
• Participate in audits, supervisory reviews, and required training.

Operational Excellence

• Utilize Raymond James technology platforms, CRM tools, and portfolio systems to manage relationships and business activity.
• Stay current on Raymond James research, market insights, and product offerings.
• Support reporting, forecasting, and performance tracking as required.

Requirements

• Bachelor's degree from a four-year college or university, or equivalent experience - preferred
• CFP® - Certified Financial Planner™, CRPC® - Chartered Retirement Planning Counselor℠ - preferred
• FINRA Series 7 and Series 66 (or Series 63/65), Life, Health, and Variable Annuity insurance licenses - required
• Preferred experience with Raymond James platforms and tools, including Goal Planning & Monitoring (GPM), Portfolio Select, eFolio®, Vault, TRITON, and Client Access.

Work Experience

• Minimum of 3-5 years of experience as a Financial Advisor, Investment Representative, or similar role within a brokerage, bank, credit union, or financial services environment.

• Experience interacting with FINRA, SEC and state securities divisions

• Proven success building and managing a book of business, including asset gathering, retention, and relationship deepening.

• Experience working within a broker-dealer framework, preferably on the Raymond James platform, including use of advisor technology, research tools, and advisory solutions.

Additional Requirements

• Experience working within a broker-dealer framework, preferably on the Raymond James platform, including use of advisor technology, research tools, and advisory solutions.

• History of collaborating with branch teams, relationship managers, and leadership to generate referrals and deliver integrated financial solutions.

• Branch-based role with travel between credit union locations as needed.

• Experience conducting portfolio reviews, retirement planning discussions, and financial education seminars.

• Strong track record of operating in a highly regulated environment, with consistent adherence to FINRA, SEC, and internal compliance standards.

• Participation in occasional evening or weekend seminars and member events will be required.

• Performance measured through quality of advice, member outcomes, asset growth, and compliance adherence.

• Member Satisfaction (KPI): Performance will be measured using Net Promoter Score (NPS) to assess member satisfaction, loyalty, and overall advisory experience.

Physical/Environmental Demands

Required Skills & Competencies

• Demonstrated ability to effectively manage time, prioritize tasks, and maintain strong organizational discipline.

• Strong verbal and written communication skills with the ability to communicate clearly and professionally.

• Professional appearance and demeanor appropriate for a regulated, member-facing financial services environment.

• Proficiency in Microsoft Office applications, including advanced working knowledge of Excel.

• Strong interpersonal and relationship-management skills, including tact, diplomacy, patience, and sound judgment when interacting with members, advisors, teammates, and external partners.

• Proven ability to handle confidential and sensitive information with discretion and integrity.

• Ability to work independently while also contributing effectively within a collaborative team environment.

• Demonstrated ability to read, interpret, and analyze a variety of documents and reports, including statistical and performance data.

• Commitment to continuous learning related to investment products, financial planning concepts, and applicable industry rules and regulations.

• The employee must occasionally lift and/or move up to 50 pounds

Working With Us

We are continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people's lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

• 401k with matching contribution up to 6% of base salary

• Comprehensive medical, dental and vision coverage from leading insurance providers

• Continuing education and tuition reimbursement

• Generous vacation and sick pay

• Paid parental leave and volunteer time off

• Major holidays off including Federal holidays that many other industries do not observe

• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what help our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team members' diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In®.

This general outline illustrates the type of work that characterizes the job. The statements in this job description are not intended to be an exhaustive list of all duties, responsibilities and qualifications required of the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.