About this role
Financial Advisor at Grow Financial Federal Credit Union. Location: Charleston or Columbia. Role: assist members, develop referrals, provide planning Requirements: Bachelor’s in Finance/Business; minimum 2 years financial sales; securities licenses (Series 7/66 or 63/65); Florida Life license; CFP/ChFC/CRPC or similar designation preferred; strong communication and math skills. Category: Finance and Accounting Seniority: Mid Level Tools: Securities licenses, Life Insurance license, CFP/ChFC/CRPC or CPA (preferred) Certifications: securitiess (series 7, 66, 63/65), life insurance (florida), cfp/chfc/crpc or cpa () Commitment: Full Time Workplace: Hybrid Languages: English