Financial Advisor
Grow FinancialCharleston, South Carolina, United States • Tampa, Florida, United States • Columbia, South Carolina, United States • Richmond, Virginia, United States • Pompano Beach, Florida, United States • Saint Petersburg, Florida, United States
Posted September 4, 2025
Full Time
About the Company
Grow Financial is a credit union focused on serving its members rather than corporate shareholders. With 25 locations across Florida and South Carolina, Grow caters to approximately 200,000 members and has earned recognition for its progressive employment practices and inclusive culture. Named a Top Workplace by the Tampa Bay Times for six consecutive years, Grow offers a supportive environment where employees can thrive personally and professionally.
Job Description
Grow Financial Federal Credit Union is seeking a Financial Advisor to help members with their financial planning needs. They are a community-focused credit union known for its service, flexibility, and commitment to employee growth. This role involves working with members and providing advice on retirement, income, and estate planning.
Requirements
- Bachelor of Arts/Science degree in Finance, Business or related field
- Minimum 2 years of revenue- generating financial sales experience
- Series 7, 66, or (63 and 65) securities licenses
- Florida Life, Accident and Health Insurance License
- Related customer service experience preferred
- CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing strongly preferred
- Ability to communicate effectively and proficiently
Benefits
- Medical/Dental/Vision Insurance
- Employee discount on loans
- Tuition Reimbursement
- Paid Time Off
- Paid Volunteer Days
- Retirement Benefits
- Growth Potential Training
