Grow Financial Federal Credit Union

Financial Advisor

Grow Financial Federal Credit Union

full-time

Posted on:

Origin:  • 🇺🇸 United States • South Carolina

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Job 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