Registered Financial Representative

Grow Financial Federal Credit Union • Tampa, FL

2d • Hybrid

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. Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. This is an entry level position with a career path to becoming a financial planner, preferably a Certified Financial Planner®, and serves as sales and service support for Grow Financial Advisors. This position will increase the knowledge of the successful candidate and improve the efficiency of the overall financial planning program. They will work with members with investment accounts initially with assets under management of less than $50,000. This is a financial planning, sales, and service position and the goals are to increase the number of financial plans presented to our members; increase the volume of sales to the existing book of business; increase the level and quality of service to the members; generate additional referrals from this book of business; and increase the cross sale of credit union products to these members.

Requirements

• Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university (or currently pursuing), or equivalent work experience required
• Series 7, 66 securities licenses and Florida Life, Accident and Health Insurance License required, or ability to obtain within 3 months

Nice To Haves

• Bilingual (English & Spanish) preferred

Responsibilities

• Serve as sales and service support for Grow Financial Advisors
• Increase the number of financial plans presented to our members
• Increase the volume of sales to the existing book of business
• Increase the level and quality of service to the members
• Generate additional referrals from this book of business
• Increase the cross sale of credit union products to these members
• Conduct regularly scheduled account reviews with assigned clients to monitor client progress toward client’s goals

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 (two bi-annual paid volunteer days to all team members)
• Retirement Benefits (401K) with Grow matching up to 8% for team members
• In-house training department dedicated to helping our team members reach their maximum potential

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees