At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.

Our “work from where you do your best work” strategy provides flexibility to our team members — who currently reside across the U.S. — with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow — people, communities, money and dreams.

Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. 

Some of our Benefits/Perks:

• 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.

This is an entry level position with a career path to becoming a financial planner, preferably a Certified Financial Planner®, and serves as sales and service support for Grow Financial Advisors.  This position will increase the knowledge of the successful candidate and improve the efficiency of the overall financial planning program. They will work with members with investment accounts initially with assets under management of less than $50,000. This is a financial planning, sales, and service position and the goals are to increase the number of financial plans presented to our members; increase the volume of sales to the existing book of business; increase the level and quality of service to the members; generate additional referrals from this book of business; and increase the cross sale of credit union products to these members.  They will conduct regularly scheduled account reviews with assigned clients to monitor client progress toward client’s goals.

REQUIRED SKILLS/EXPERIENCE:

• Bachelor of Arts/Science degree in in Finance, Business or related field from an accredited university (or currently pursuing), or equivalent work experience required.
• Series 7, 66 securities licenses and Florida Life, Accident and Health Insurance License required, or ability to obtain within 3 months.

PHYSICAL DEMANDS

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

WORK ENVIRONMENT

• This is a hybrid opportunity, reporting to a Grow location and the option to work remotely on occasion.
• As part of your role, you will occasionally travel between various Grow locations within the Tampa Bay Area, networking events and other related events.
• Qualified candidates must live in the Tampa Bay area. 
• Sedentary role.

Apply online today!

​​An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

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