Licensed Financial Advisor (NC, Winston-Salem) - Allegacy Federal Credit Union

Allegacy Federal Credit Union

Job Title: Licensed Financial Advisor

Reports to: Program Manager - AIG

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

• 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