Financial Advisor

Grow Financial Federal Credit Union • Columbia, SC

112d

About The Position

At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally. Our “work from where you do your best work” strategy provides flexibility to our team members — who currently reside across the U.S. — with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow — people, communities, money and dreams.

Requirements

• Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university required.
• Minimum 2 years of revenue-generating financial sales experience required.
• Series 7, 66, or (63 and 65) securities licenses required.
• Florida Life, Accident and Health Insurance License required.
• Related customer service experience preferred.
• CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing strongly preferred.
• Ability to communicate successfully and in a professional manner with clients.
• Above average math aptitude.
• Excellent oral and written communication skills.
• Excellent decision making and problem-solving skills.
• Superior amount of computer literacy and proofreading capabilities.

Responsibilities

• Responsible for working with members of the credit union to help them with their financial planning needs.
• This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning.
• Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.

Benefits

• Medical/Dental/Vision Insurance
• Employee discount on loans
• Tuition Reimbursement of up to $5,250 per year for full-time team members.
• Paid Time Off 15 days/year & over 10 Paid Holidays
• Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
• Retirement Benefits (401K) Grow matches up to 8% for team members.
• Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees