Financial Advisor ( Tallahasse/South Georgia Area)

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 Talahassee /South Georgia area.