Financial Advisor

Job Description

Job 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 King NC 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.

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.

GENERAL ACCOUNTABILITY

• The primary purpose of this position is to assist Allegacy Federal Credit Union in living out its mission, “to help you make smart financial choices” and support the expected behaviors of the Synergy culture. To achieve this goal the employee must provide outstanding service to both internal and external members. In addition, this position will assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and current pertinent economic information to enable clients to make prudent investment and insurance decisions. Assist in additional duties as needed.

NATURE AND SCOPE

SPECIFIC ACCOUNTABILITIES

REQUIREMENTS

KNOWLEDGE, SKILLS AND ABILITIES

EDUCATION – Must have the following abilities : to read, to perform arithmetic operations quickly and accurately; to see details and recognize errors in numbers and spelling; to present information effectively; to work within precise limits of accuracy; to follow instructions; to accept responsibility; to be tactful and patient with others. Minimum completion of a 4- year degree in Finance, Business or related field, required.

EXPERIENCE – Minimum 5 years of revenue- generating financial sales experience. Related customer service experience preferred.

SKILLS – Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities.

PROFESSIONAL KNOWLEDGE – Excellent working knowledge of Allegacy FCU products and services as well as, life insurance, annuity and securities products. Proficient in operational procedures related to customer accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance.

PROFESSIONAL LICENSES –

OTHER QUALIFICATIONS – Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible.

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.

Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA / SIPC. CFS is a broker / dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.

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.

Powered by JazzHR

VMkymr4bDZ