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Financial Advisor - Winston-Salem, NC at Truliant Federal Credit Union - ApplyBlast

Financial Advisor - Winston-Salem, NC

Truliant Federal Credit Union

4 months ago

Winston-Salem, NC

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Advisor at Truliant serves the financial needs of credit union members through a holistic approach, identifying goals and recommending appropriate securities and insurance products. The role involves cultivating strong relationships with members and staff, generating high volumes of appointments, and adhering to strict compliance and ethical guidelines while meeting revenue and investment goals.

Responsibilities

Identify member financial goals and objectively determine appropriate investment products
Generate a minimum of 15 to 20 weekly appointments through proactive outreach
Meet or exceed monthly and yearly budgeted revenue and asset investment targets
Cultivate strong working relationships with Credit Union staff and community members
Adhere to securities compliance guidelines and ethical market conduct policies

Skills

Qualifications

Series 63Series 65Series 66Series 7Life/Health Insurance License

About Truliant Federal Credit Union

truliantfcu.org

Headquarters

Winston-Salem, North Carolina, United States

Company Size

501-1000 employees

Founded

1952

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Choose Truliant for your personal or business banking needs. We offer a wide array of accounts and services, with some of the most competitive rates on the market.