Financial Advisor - Grow Financial Federal Credit Union

LPL Financial • Columbia, SC

80d • $50,000 - $110,000

About The Position

Grow Financial Federal Credit Union is seeking a Financial Advisor to join its Investment Program in Charleston, SC, in partnership with LPL Financial. This role offers the opportunity to provide a complete menu of financial services to credit union clients, supporting them in every stage of their financial life. As a Financial Advisor, you will have the chance to build a strong client base through the credit union’s exceptional referral system and access to several branch territories with a significant deposit base. You will also have the opportunity to create client solutions without proprietary products, leveraging LPL’s tools, technology, and support to grow your business. This position emphasizes community engagement and the ability to capitalize on the credit union’s reputation and standing.

Requirements

• Series 7 and 66 (63/65) licenses required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Build a strong client base using the credit union’s referral system.
• Support current members in achieving their financial goals.
• Find new clients through the credit union’s member base.
• Create customized client solutions without proprietary products.
• Utilize LPL’s tools and technology to grow your business.

Benefits

• Access to proprietary technology and customized services from LPL Financial.
• Open architecture platform with access to thousands of investment products.
• Resources and expertise to help create client solutions.
• Sales incentive compensation based on performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees