- Develop referral strategies with store associates to promote the credit union's Retirement & Investment Services
- Create personalized financial plans for members that align with their goals and risk tolerance
- Cultivate relationships with existing clients through regular check-ins and proactive communication
- Bachelor of Arts/Science degree in Finance or related field from an accredited university required
- Minimum 2 years of revenue-generating financial sales experience required
- Series 7 securities license highly preferred
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Financial Advisor - Charleston - Grow Financial
Description
Financial Advisor
We are seeking a Financial Advisor to join our team at Grow Financial Federal Credit Union. As a Financial Advisor, you will work with members to help them achieve their financial goals and provide expert guidance on retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning.
In this role, you will be responsible for developing referral strategies with store associates to promote the credit union's Retirement & Investment Services. You will also communicate effectively with clients and utilize your strong math aptitude and problem-solving skills to make informed decisions.
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Financial Advisor
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