Financial Advisor

2 months 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 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 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 [email protected]. 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. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

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