Coastal Credit Union
  • Wealth Management
  • Raleigh, NC, USA
  • Full Time

Job Title: Financial Advisor

Dept: Wealth Management

Reports to: VP Wealth Management

Your impact:

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. (CFSI) and/or Members Trust Company (MTC). Securities industry licenses are held by CFSI and MTC.

The contributions you can anticipate making:

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, the Insurance Specialist, and the departmental support personnel to meet the needs of our members/clients.

Identifying prospects and referring them to our 401K program specialist.

To be successful in this role, you will be:

Someone who thrives on setting his or her 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.

Interested? Here's what we need to see on your resume:


Five years of sales or advisory experience in the securities brokerage, advisory, or insurance fields.


Four-year degree in Business, Marketing, 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.

For consideration visit . You can also scroll back up to the top of this page to the "Apply Now" section.

Deadline for Application: All resumes must be received on or before 1/31//2021

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 919-800-4775 or Request for reasonable accommodation will be considered on a case by case basis.

VEVRAA Federal Contractor
Equal Opportunity/Affirmative Action Employer

Coastal Credit Union
  • Apply Now

  • * Fields Are Required

    What is your full name?

    How can we contact you?

  • Sign Up For Job Alerts!

  • Follow Jobs:
  • Follow Our Jobs On Facebook
  • Share This Page