Grow Financial Federal Credit Union · 5 hours ago
Financial Advisor
Tampa, FL
Full-time
Hybrid
Entry, Mid Level
2+ years expGrow Financial Federal Credit Union is dedicated to serving its members and local communities, emphasizing a collaborative culture. The Financial Advisor role involves assisting members with their financial planning needs, including retirement and tax planning, while developing referral strategies for investment services.
FinanceFinancial ExchangesPersonal Finance
Responsibilities
Responsible for working with members of the credit union to help them with their financial planning needs
This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning
Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members
Qualification
Required
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
Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities
Preferred
Related customer service experience preferred
CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently held or actively pursuing strongly preferred
Benefits
Medical/Dental/Vision Insurance
Employee discount on loans Team members qualify for a discount on consumer loans.
Tuition Reimbursement of up to $5,250 per year for full-time team members.
Paid Time Off 15 days/year & over 10 Paid Holidays
Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
Retirement Benefits (401K) Grow matches up to 8% for team members.
Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Company
Grow Financial Federal Credit Union
Grow Financial Federal Credit Union is a developer of mobile applications. They develop finance category application for both the iPad and
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M
Leadership Team
D
Dodge Mcfall
Executive Vice President & Chief Lending Officer
C
Chip Caddell
CIO
Recent News
2026-01-22
Company data provided by crunchbase