Financial Advisor

3 weeks ago

Raleigh, United States Atria Wealth Solutions Full time

Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.

As Coastals Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that data to prepare and present your recommendations for the purchase of appropriate insurance and or investment products to meet their needs.

You'll be an employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by CFS and MTC.

The contributions you can anticipate making:

+ Developing and implementing an annual business plan and ensuring high visibly in the branches you are assigned.

+ Using our approved sales process as you meet with members to identify their financial needs, goals, and plans. Then, based on your financial plans and analyses, preparing and presenting your recommendations for the purchase of appropriate insurance and/or investment products to meet the members' needs.

+ Retaining your clients by meeting with them at least annually to review their goals, needs, and any changes to their situations or the products and services available to them.

+ Cultivating a relationship with SEG's and community associations to enhance our visibility and business results.

+ Conducting in-branch or SEG location seminars.

+ Working with other advisory team members, the Planning Specialist, and the departmental support personnel to meet the needs of our members/clients.

To be successful in this role, you will be:

+ Someone who thrives on setting their own goals and coming up with creative ways to achieve them.

+ A person who is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals.

+ An individual who derives satisfaction from taking a concern or problem and seeing it through to resolution.

+ Someone who is excited by the opportunity to advise others on financial matters and who enjoys staying in constant touch with new strategies in the field.

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

Experience:

+ Five years of sales or advisory experience in the securities brokerage, advisory, or insurance fields

Education:

+ Four-year degree in Business, Finance, or Insurance or equivalent work experience

+ FINRA series 7, 63/65 (or 66)

+ NC Life, Long-term Care Insurance, and Medicate Supplement licenses

+ CFP preferred

Deadline for Application: All resumes must be received on or before 5/31/2024.

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 jkedra@coastal24.com. 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

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans

**Representatives are employed by Coastal Federal Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com .

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. Were ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

Powered by JazzHR

  • Financial Advisor Associate

    3 weeks ago

    Raleigh, United States Ameriprise Financial Full time

    Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Associate, Financial Planning, Advisor, Financial, Asset Manager, Banking

  • Financial Advisor

    5 days ago

    Raleigh, United States Pinnacle Financial Partners Full time

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...

  • Financial Advisor

    1 week ago

    Raleigh, United States Uber Search Partners | Bridge Full time

    Financial Advisors Location: North Carolina Our client, a fast-growing Wealth Management firm with a national footprint and nearly $20B under management, is seeking a Financial Advisor to support and expand their business. The Financial Advisor will be responsible for presenting financial, tax and estate, and asset management planning to existing and new...

  • Financial Assistance Advisor

    2 months ago

    Raleigh, United States ECPI University Full time

    Overview Financial Assistance Advisor This position will work at ECPI University’s Raleigh, NC campus located at 4101 Doie Cope Rd.,  Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50...

  • Financial Assistance Advisor

    3 days ago

    Raleigh, United States ECPI University Full time

    Overview: Financial Assistance Advisor This position will work at ECPI Universitys Raleigh, NC campus located at 4101 Doie Cope Rd., Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...

  • Financial Advisor

    4 weeks ago

    Raleigh, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build...

  • Client Service Associate

    1 month ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

  • Financial Advisor

    4 days ago

    Raleigh, United States Coastal Credit Union Full time

    Job Title: Financial Advisor Position Location: Raleigh, NC Your impact: As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that data to prepare and...

  • Associate Private Client Financial Advisor

    22 hours ago

    Raleigh, United States Wells Fargo Full time

    Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function. Review basic or tactical client goals and risk tol Financial Advisor, Financial, Associate, Advisor, Private, Client Service, Banking

  • Client Service Coordinator

    2 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...

  • Client Service Coordinator

    2 weeks ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...

  • Client Service Associate

    2 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...

  • Financial Solutions Advisor Registration Candidate

    14 hours ago

    Raleigh, United States Bank of America Full time

    Description : This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital...

  • Experienced Financial Advisor

    2 weeks ago

    Raleigh, United States North Star Resource Group Full time

    North Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. By joining an organization where you can use your relationship building skills and...

  • Investment Advisor

    7 days ago

    Raleigh, United States The Pelora Group Full time

    Description Are you an Investment Advisor looking to take your career to the next level? Join The Pelora Group in Raleigh, NC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more! Our team is dedicated to helping clients achieve their financial goals through expert financial planning and strategic investment advice....

  • Financial Representative

    1 month ago

    Raleigh, United States Johnathan Williams Full time

    Job DescriptionJob DescriptionEVER CONSIDERED BEING AN INDEPENDENT BUSINESS OWNER?!Then the Northwestern Mutual Financial Advisor Career may be for you! Read below to discover more about our growing company and team!WHY NORTHWESTERN MUTUALAt Northwestern Mutual, we believe all clients deserve a personalized financial plan to help them live their best life,...

  • Financial Representative

    1 month ago

    Raleigh, United States Johnathan Williams Full time

    Job DescriptionJob DescriptionEVER CONSIDERED BEING AN INDEPENDENT BUSINESS OWNER?!Then the Northwestern Mutual Financial Advisor Career may be for you! Read below to discover more about our growing company and team!WHY NORTHWESTERN MUTUALAt Northwestern Mutual, we believe all clients deserve a personalized financial plan to help them live their best life,...

  • Sr. Client Services Associate

    2 weeks ago

    Raleigh, United States Stifel Financial Full time

    The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position Client Service, Associate, Registered, Financial Advisor, Client Relations, Marketing Specialist, Retail

  • Client Service Associate

    21 hours ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Associate

    1 week ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...