Financial Advisor
Grow FinancialColumbia, South Carolina, United States • Charleston, South Carolina, 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 join their team. They emphasize service, employee growth, and a collaborative culture. The role involves helping members with financial planning needs, including retirement planning, income planning, and more. They offer remote, hybrid, and in-person work options.
Requirements
- Bachelor of Arts/Science degree in Finance, Business, or related field from an accredited university
- Minimum 2 years of revenue-generating financial sales experience
- 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
- Ability to communicate successfully and in a professional manner
- Excellent math and computer skills
- Ability to read, write, speak, and type in English
Benefits
- Medical/Dental/Vision Insurance
- Employee discount on loans
- Tuition Reimbursement
- Paid Time Off
- Paid Volunteer Days
- Retirement Benefits
- Growth Potential Training
