About this role
Financial Advisor at Grow Financial Federal Credit Union. Location: Columbia, South Carolina, United States. Role: work with members, conduct retirement planning, develop referral strategy Requirements: Bachelor's degree in Finance/Business, 2+ years financial sales, securities licenses Series 7/66 or 63/65, Florida Life license; CFP/ChFC/CRPC/JD/CPA preferred; strong communication and math skills. Category: Sales Seniority: Mid Level Certifications: series 7, series 66, series 63, series 65, florida life, accident and health insurance, cfp, chfc, crpc, jd, cpa Commitment: Full Time Workplace: Hybrid Languages: English