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Financial Services Professional
2 months ago
Coastal Credit Union is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with our members to understand their financial needs and goals, and provide personalized recommendations for insurance and investment products.
Key Responsibilities- Develop and implement an annual business plan to drive growth and visibility in assigned branches.
- Use our approved sales process to identify members' financial needs, goals, and plans, and prepare and present recommendations for insurance and investment products.
- Retain clients by meeting with them annually to review their goals, needs, and any changes to their situations or available products.
- Cultivate relationships with SEGs and community associations to enhance our visibility and business results.
- Conduct in-branch or SEG location seminars to educate members on financial matters.
- Collaborate with other advisory team members, the Planning Specialist, and departmental support personnel to meet members' needs.
- Five years of sales or advisory experience in the securities brokerage, advisory, or insurance fields.
- Four-year degree in Business, Finance, or Insurance, or equivalent work experience.
- FINRA series 7, 63/65 (or 66) licenses.
- NC Life, Long-term Care Insurance, and Medicare Supplement licenses.
- CFP preferred.
Coastal Credit Union is committed to creating a workplace culture where everyone feels heard and valued. We believe in building a team that thrives and succeeds together.
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