Financial Advisor - Grow Financial Federal Credit Union

About the role

This employment opportunity at Grow Financial Federal Credit Union in Tampa, FL 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

Grow Financial Federal Credit Union is committed to diversity and inclusion in the workplace.

Skills

Grow Financial Federal Credit Union values skills such as excellent communication, problem-solving, and customer service.

Benefits

Grow Financial Federal Credit Union offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

$60,000 - $80,000 per year, dependent on a number of factors including the applicant's skill, experience, and work location.

Schedule

Hours are flexible and tailored to meet individual needs.