Financial Advisor

2 days ago

Columbia, South Carolina, United States Grow Financial Federal Credit Union Full time


Overview

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. 

Some of our Benefits/Perks:

  • Medical/Dental/Vision Insurance
  • Employee discount on loans Team members qualify for a discount on consumer loans.
  • Professional Development 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.


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.



Qualifications

Required Skills/Experience:

  • 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. 

Physical Demands:

  • 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.

Work Environment:

  • Preferred candidates will reside in Columbia or Charleston, SC, or within the surrounding region between these two cities.
  • This is a hybrid opportunity-You'll thrive in the energetic environment of our retail stores, with the option to work remote on occasion. 

Apply online now

An Equal Opportunity Employer Minorities/Females/Veteran/Disabled


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