Financial Advisor
Grow Financial Federal Credit UnionHighlight
Summary
About the Role
About You
- 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.
- Florida Life, Accident and Health Insurance License.
- Related customer service experience.
- CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing.
- Excellent oral and written communication skills.
- Strong decision-making and problem-solving skills.
Benefits
- Medical/Dental/Vision Insurance
- Employee discount on loans
- Tuition 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
- Retirement Benefits (401K) with up to 8% match
- In-house training department for professional growth
Let’s start with what we are. Grow Financial is a credit union working for the benefit of our members, not for the profit of corporate shareholders. As a financial cooperative, we’re really more of a family, employees and members coming together for the good of us all. Grow is now the third largest credit union in Tampa Bay and one of the few major companies headquartered in this area. We operate 25 neighborhood store locations throughout West Central Florida and the Columbia/Charleston areas of South Carolina, and serve approximately 200,000 members. We’ve also earned national recognition for our progressive employment practices and for a corporate culture where diversity is respected, and every employee is provided with opportunities to grow. Personally. Professionally. Financially. Named by the Tampa Bay Times newspaper as a Top Work Place for six straight years, Grow is simply a great place to work. Here, you belong. Membership required—Subject to eligibility. Insured by NCUA Equal Housing Lender NMLS #477765.