Financial Advisor - Grow Financial Federal Credit Union

About the role

This employment opportunity at Grow Financial Federal Credit Union in Charleston, SC would allow you to join the Investment Program at Grow Financial Federal Credit Union as a Financial Advisor associated with LPL Financial.

Responsibilities

• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Qualifications

• Strong communication and interpersonal skills
• Ability to build and maintain relationships with clients and colleagues
• Passion for helping others achieve their financial goals

Skills

• Investment sales experience
• Effective communication and relationship-building skills
• Knowledge of financial planning and investment products

Benefits

• Access to proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Pay

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Schedule

Details on the schedule will be provided during the interview process.