Financial Advisor - 03055
Coastal Federal Credit Union•Raleigh, NC
266d•Hybrid
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The Financial Advisor will assist members in identifying their financial needs and goals through a comprehensive financial planning process. Responsibilities include gathering and analyzing data to produce a tailor-made recommendation of suitable insurance and investment product that will enable members to make informed decisions that align with their short-term and long-term financial objectives. You will be an employee of Coastal and a dual employee/agent of CUSO Financial Services, L.P. (CFS). Securities industry licenses are held by CFS.
