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Dort Financial Jobs in Florida (NOW HIRING)

DORT FINANCIAL CREDIT UNION

Investment Advisor

North Palm Beach, FL · On-site

$49K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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Dort Financial information

See Florida salary details

$21.5K

$57.9K

$93.3K

How much do dort financial jobs pay per year?

As of Aug 14, 2026, the average yearly pay for dort financial in Florida is $57,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $75,100.00 per year, depending on experience, location, and employer.

What is the difference between Dort Financial vs Loan Officer?

AspectDort FinancialLoan Officer
Primary RoleProvides banking services, customer support, and financial products at Dort Financial branchesEvaluates, authorizes, and recommends loan applications for clients
CredentialsBanking experience, sometimes requiring a finance or related degreeLoan origination licenses, sometimes a finance or banking background
Work EnvironmentBank branches, customer service settingsOffice, client meetings, and loan processing centers
Industry UsageFinancial services, bankingMortgage, personal, and business lending

While Dort Financial staff focus on banking services and customer support, Loan Officers specialize in evaluating and approving loan applications. Both roles often require financial knowledge and customer interaction, but their core responsibilities differ within the financial industry.

What is Dort Financial?

Dort Financial is a credit union that provides a range of financial services to its members, including savings and checking accounts, loans, mortgages, and investment options. As a not-for-profit financial cooperative, Dort Financial is member-owned and focuses on serving local communities. They emphasize personalized service, competitive rates, and financial education. Membership is typically open to individuals who live, work, worship, or attend school in certain areas. Dort Financial aims to help members achieve their financial goals through various products and resources.

What skills and qualifications are needed to thrive as a Financial Services Representative at Dort Financial?

To excel as a Financial Services Representative at Dort Financial Credit Union, you typically need a background in finance or banking, strong numeracy, and attention to detail, often supported by relevant experience or a degree in finance or business. Familiarity with banking software, customer relationship management (CRM) systems, and financial regulations is essential. Outstanding interpersonal skills, problem-solving abilities, and a customer-centric attitude help build trust and rapport with members. These competencies are crucial for accurately handling transactions, providing sound financial advice, and delivering high-quality member service.

What are common challenges faced by employees at Dort Financial, and how can they be addressed?

Employees at financial institutions such as Dort Financial often encounter challenges like adapting to evolving regulations, maintaining high standards of customer service, and managing sensitive financial information. Staying current with compliance requirements and ongoing training can help address regulatory changes. Building strong communication skills and attention to detail are essential for delivering excellent service and ensuring data security. Team collaboration and support from management also play a crucial role in overcoming daily challenges and fostering a positive work environment.

What are popular job titles related to Dort Financial jobs in Florida?

For Dort Financial jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Dort Financial jobs in Florida look for?

The top searched job categories for Dort Financial jobs in Florida are:

Dort Financial jobs near you
Infographic showing various Dort Financial job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $57,867 per year, or $27.8 per hour.

Investment Advisor

DORT FINANCIAL CREDIT UNION

North Palm Beach, FL • On-site

$49K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job 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.*

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