Financial Advisor - Palmetto Citizens FCU - Columbia, SC

Location: Columbia, South Carolina, United States; onsite at Palmetto Citizens FCU

Salary: $45,000–$60,000 per year, plus eligible sales incentive compensation.

Company

Provides financial services and investment program support to credit union clients through advisor tools, technology, and access to third-party investment products.

What you will do

• Serve an existing book of business and develop long-term client relationships.
• Build a client base through the credit union’s referral system and member network.
• Help individuals and families identify financial solutions for their goals.
• Create client solutions using an open-architecture platform and non-proprietary products.
• Use investment technology, customized services, and firm resources to support client needs.
• Grow the investment program across several branch territories.

Requirements

• Must work onsite in Columbia, South Carolina.
• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• At least three years of investment sales experience.

Culture & Benefits

• Access to proprietary technology and customized support services.
• Access to thousands of investment products from leading third-party sponsors.
• Open-architecture platform without proprietary product restrictions.
• Resources and expertise to develop tailored client solutions.
• Opportunity to build a business using the credit union’s established reputation, member base, and referral network.