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Licensed Financial Advisor - Winston-Salem, United States - Allegacy Federal Credit Union
Description
Allegacy Federal Credit Union
Job Title: Licensed Financial Advisor
Reports to: Program Manager - AIG
Are you looking for a career opportunity that allows you to make a positive difference in the lives of others while building your Financial Advisory practice?
The Allegacy Investment Group is seeking a financial professional guided by a "doing right" philosophy to develop long-lasting relationships with both existing and new clients. Through a holistic financial planning process and collaboration with internal business partners, we help our members reach their long-term and short-term goals.
Responsibilities
Position Requirements:
Education Required: Undergraduate degree in Finance, Business, or a related field.
Experience Required: 5 years experience as a financial advisor
License/Certification Required: Series 7, 66 or 63/65. North Carolina Life, Accident and Health Insurance License required.
License/Certification/Advanced Degree Preferred: CFP, ChFc, CPA, J.D. (currently held or actively pursuing)
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Full-Time/Part-Time
Full-Time
Close Date
Exempt/Non-Exempt
Exempt
Location
Winston-Salem Area
About the Organization
Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Pay Grade
None Specified
This position is currently accepting applications.