Financial Services Professional
4 weeks 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 planning and investment strategies.
- Collaborate with other advisory team members, the Planning Specialist, and departmental support personnel to meet the needs of our members.
- 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 certification preferred.
Coastal Credit Union is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace culture that values inclusivity and diversity.
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