- Building branch relationships and coaching branch staff within a defined territory to uncover the needs of our members through meaningful conversations.
- Deliver exceptional service to members, teammates, and prospects.
- Provide sound financial advice through a process-driven approach to financial planning that includes understanding member goals; performing an analysis; presenting strategies; implementation of the plan; and provide ongoing member reviews.
- Collaboration with internal lines of business (retail and private banking, commercial banking, business development, etc.) to meet the core financial needs of our members.
- Achieve production goals through the recommendation of suitable investment products, insurance solutions, and services to meet the goals, time horizon, and member's tolerance for risk.
- Develop future pipeline of clients through engagement in the next generation; participation in community events, marketing initiatives, and networking; and generating referrals from clients.
- 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)
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Financial Advisor - Winston-Salem, United States - Atria Wealth Solutions
Description
Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area.
ABOUT ALLEGACY: 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.
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
*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.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
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.
