Registered Financial Assistant

4 weeks ago

Raleigh, North Carolina, United States Atria Wealth Solutions Full time

Through its relationship with CUSO Financial Services, LP (CFS), Coastal Federal Credit Union is seeking a Registered Financial Assistant to join the Coastal Wealth Management team in the Raleigh, NC area.
Your impact:
As a Registered Financial Assistant, you'll have the opportunity to use your detail orientation and strong organizational skills to provide support to our financial advisors. You'll also have the opportunity to use your strong interpersonal skills as you build rapport with our clients, answer their questions, and provide exceptional internal and external customer service.
The contributions you can anticipate making:

  • Providing support to the financial advisors by building member relationships and driving new business by working the advisors' existing book of business.
  • Assisting with prospecting members by outbound calling and marketing mailings and maintaining prospects in database.
  • Contacting prospects and scheduling appointments and partner referrals for advisors.
  • Maintaining daily calendar for advisors.
  • Scanning and processing new business and service requests for clients.
  • Processing paperwork, trades, and client distributions.
  • Handling routine customer inquiries and working with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and customer satisfaction.
  • Assisting with coordination of workshops, retail branch and partner referral training, and marketing-related events for clients and prospects.
  • Tracking ROI of marketing dollars vs budget and internal/external referral management for team.
  • Reporting specific problems to Program Manager on an as-needed basis.
  • Assisting with clearing outstanding back-to-reps and debit balances in a timely matter.
  • Ensuring updated supplies of prospectus and approved advertising materials are available to advisors.
  • Keeping all securities and insurance licensing current through successful completion of continuing education requirements.

To be successful in this role, you will be:

  • An organized person for whom time management and the ability to establish priorities and timelines in order to meet deadlines comes naturally.
  • An individual who derives satisfaction from taking a concern or problem and seeing it through to resolution.
  • Someone who's comfortable handling confidential information and enjoys working with details.
  • An individual who enjoys communicating with others and building rapport.

Interested? Here's what we need to see on your resume:

  • Experience: Two years of experience in a support, sales, or administrative capacity in a financial service or sales environment.
  • FINRA Series 7; Series 63/65 or 66
  • NC Life, Accident and Health licenses preferred
  • Education: High school diploma or equivalent.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at Request for reasonable accommodation will be considered on a case by case basis.
"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."
-Tyler Grodi, CEO
** Representatives are employed by Coastal Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit
CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

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