Financial Advisor - Charleston - Grow Financial

    Grow Financial
    Grow Financial Charleston

    1 day ago

    $65,000 - $130,000 (USD) per year *
    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.

    • 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
        Necessary Qualifications:
        • 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
        Growth Opportunities: At Grow Financial Federal Credit Union we believe in investing in our employees' growth both professionallyand personally We offer extensive training programs so employees can learn new skill sets enriching business acumen innovative technological tools generous employee benefits wellness initiatives remote flexible working options paid time off overtime hours This is not just any job It s opportunity seek personal professional fulfillment change lives play important role driving society prosperity future generations Ensure fit culture collaborative diverse encouraged embracing if candidate resides Columbia Charleston SC surrounding region
      * This salary range is an estimation made by beBee
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