Financial Advisor

Responsibilities

• Work with members of the credit union to help them with financial planning needs including retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning.
• Develop a referral strategy to promote the Retirement & Investment Services offered by the credit union to members.

Qualifications

• Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university required.
• Minimum 2 years of revenue-generating financial sales experience required.
• Series 7, 66, or (63 and 65) securities licenses required.
• Florida Life, Accident and Health Insurance License required.
• Related customer service experience preferred.
• CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing strongly preferred.

Physical Demands

• Must be able to sit for extended periods of time.
• Must be able to read, write, speak and type English.
• Must be able to hear and use a telephone.
• Use of computer requires repetitive keystrokes.

Work Environment

PREFERRED CANDIDATES WILL RESIDE IN COLUMBIA OR CHARLESTON, SC, OR WITHIN THE SURROUNDING REGION BETWEEN THESE TWO CITIES. THIS IS A HYBRID OPPORTUNITY—YOU'LL THRIVE IN THE ENERGETIC ENVIRONMENT OF OUR RETAIL STORES, WITH THE OPTION TO WORK REMOTE ON OCCASION.