Senior Finance Manager
Skylight
SQL
Financial Advisor
Grow Financial Federal Credit Union
full-time
Posted on:
Location: South Carolina • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Work with credit union members to provide financial planning: retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning
- Develop referral strategies with store associates so Retirement & Investment Services are made known to members
- Collaborate with retail store teams and participate in member-facing activities
- Provide investment and retirement advice and help grow member assets
- Occasionally work remotely but primarily support retail store operations as a hybrid role
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
- CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing strongly preferred
- Related customer service experience 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 computer literacy and proofreading capabilities
- Must be able to sit for extended periods of time
- Must be able to read, write, speak and type English
- Must be able to hear and use a telephone
- Use of computer requires repetitive keystrokes
