- 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.
- 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.
- 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)
- NC Life, Long-term Care Insurance, and Medicate Supplement licenses
- CFP preferred
- Tyler Grodi, CEO
-
Financial Advisor
1 week ago
Atria Wealth Solutions Raleigh, United StatesThrough 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 Coastals Financial Advisor, you'll have the opportunity t ...
-
Financial Advisor
1 week ago
HomeTrust Bank Raleigh, United StatesJob Summary · The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate inv ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Raleigh, United StatesJob Description · Job DescriptionThrough 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 Advis ...
-
Financial Advisor
1 week ago
Pinnacle Financial Partners Raleigh, United States Active - Regular Full timeAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. · We hire lik ...
-
Financial Advisor
4 days ago
Americor Irvine, United StatesJob Description · Job DescriptionWe are hiring a Full-Time Financial Advisor to join our Irvine, CA, Office. Join an organization consistently ranked as one of the best places to work Our sales team is pivotal to our success, serving as the initial point of contact for customers ...
-
Associate Financial Advisor
1 week ago
Longwood University Raleigh, United StatesYou are viewing a preview of this job. Log in · or register · to view more details about this job. · The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified ...
-
Financial Assistance Advisor
2 weeks ago
ECPI University Raleigh, United StatesOverview · Financial Assistance Advisor · This position will work at ECPI University's Raleigh, NC campus located at · 4101 Doie Cope Rd., · Transform your Career at ECPI University · Since 1966, the dedicated employees at ECPI University have helped students achieve their goals ...
-
Financial Advisor Associate
1 week ago
Ameriprise Financial Raleigh, United StatesObtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Associate, ...
-
Associate Financial Advisor
1 day ago
Longwood University Raleigh, United StatesYou are viewing a preview of this job. Log in · or register · to view more details about this job. · North Star Resource Group is looking to find a candidate for a financial advising position in Durham, NC. We are looking for a recent college graduate or a more experienced indi ...
-
Experienced Financial Advisor
5 days ago
North Star Resource Group Raleigh, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. · By j ...
-
Financial Assistance Advisor
1 week ago
ECPI University Raleigh, United States Full timeOverview · Financial Assistance Advisor · This position will work at ECPI University's Raleigh, NC campus located at · 4101 Doie Cope Rd., Transform your Career at ECPI University · Since 1966, the dedicated employees at ECPI University have helped students achieve their goa ...
-
Woodward Financial Advisors
1 week ago
HIFON Group Raleigh, United StatesWoodward Financial Advisors (Chapel Hill, NC) Seeking Client Experience Specialist · July 6, 2023 · Woodward Financial Advisors is seeking a Client Experience Specialist to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team ...
-
Senior Financial Advisor
1 week ago
Principal Financial Group Raleigh, United StatesA career with more potential Youre a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, youll have the freedom to grow your practice in a way that works for you. · Lets enhance your business · Yo ...
-
Senior Financial Advisor
3 days ago
Principal Financial Group Raleigh, United StatesA career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · ...
-
Senior Financial Advisor
6 days ago
Principal Financial Group Raleigh, United StatesA career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · Y ...
-
Entry-Level Financial Advisor
1 week ago
The Pelora Group Raleigh, United States· We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a var ...
-
Entry Level Financial Advisor
6 days ago
New York Life Raleigh, United StatesJob Description · Job DescriptionNew York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life F ...
-
Entry-Level Financial Advisor
6 days ago
The Pelora Group Raleigh, United StatesJob Description · Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their ...
-
Financial Advisor/ Insurance Professional
6 days ago
New York Life Raleigh, United StatesJob Description · Job DescriptionWe're looking for experienced financial professionals to join our team dependable team. Whether you're looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there's no better p ...
-
Associate Financial Advisor
1 week ago
Group Management Services Cary, United StatesStonegate Financial is seeking a Full-time Associate Advisor to join our team in Cary, NC. In this role, you'll assist the advisor team with pre-meeting and post-meeting financial planning activities and documentation. A substantial portion of time will also be spent leading clie ...
Financial Advisor - Raleigh, United States - Atria Wealth Solutions
Description
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:
Experience:
Education:
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 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."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 .
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.
Powered by JazzHR