What are the responsibilities and job description for the Financial Services Professional position at Allegacy Federal Credit Union?
Job Title: Financial Advisor
At Allegacy Federal Credit Union, we are seeking a talented Financial Advisor to join our team. As a key member of our organization, you will play a critical role in helping our members achieve their financial goals.
Key Responsibilities:
- Deliver exceptional service to internal and external members, meeting or exceeding our Service Promises.
- Develop and maintain long-term relationships with clients, employees, and members based on trust and respect.
- Identify and evaluate customer and employee needs for financial services, assess objectives and goals, and develop a financial plan or investment strategy to implement.
- Present financial plans to clients, review options available, and suggest implementation schedules.
- Work with Financial Center Managers and other credit union business lines to identify and leverage cross-sell opportunities.
Requirements:
- Minimum 5 years of revenue-generating financial sales experience.
- Related customer service experience preferred.
- Series 7, 66, or (63 and 65) securities licenses required.
- North Carolina Life, Accident and Health Insurance License required.
- CFP, ChFC, JD, CPA, or similar designation currently held or actively pursuing strongly preferred.
Allegacy Federal Credit Union is an equal opportunity employer committed to diversity and inclusion. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
