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Title

Financial Advisor 

Description

Allegacy Investment Group advisors have joined our team from varying organizations, and have brought with them unique backgrounds and similar experiences. Each advisor was attracted to our progressive organization for the same reasons. We provide the opportunity to build a clientele base in an environment focused on internal synergy across Allegacy Federal Credit Union and its affiliates. This provides a foundation of referrals and support not paralleled in other financial institutions. Additionally, they are coached to provide clients a holistic financial planning process that includes the identification and analysis of appropriate investment and insurance choices directed toward assisting members/clients in accomplishing their financial goals.

It is important to highlight that our employees are also driven to live out our mission; “To help our members makes smart financial choices.” The ideal candidate will therefore not only be attracted to our synergistic culture and holistic approach, but also be passionately aligned with this mission. Furthermore, they will embody the spirit of entrepreneurism by demonstrating their previous experience building their business through engaging in the community. In support of their success we focus on providing an interactive sales environment and technology that guides maximum efficiency, as well as consistent marketing support.

If you are passionate about finding an investment group that is dedicated to providing a positive environment in which you can guide your clientele base with integrity look no further.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

 

 
Position Requirements

Position Requirements:

Education Required: Undergraduate degree in Finance, Business, or a related field.

Experience Required: 5 years experience as a financial advisor

License/Certification Required: Series 7, 66 or 63/65. North Carolina Life, Accident and Health Insurance License required.

License/Certification/Advanced Degree Preferred: CFP, ChFc, CPA, J.D. (currently held or actively pursuing)

Our workforce is required to be fully vaccinated for Covid-19, with only very limited exemptions for legally recognized medical reasons or sincerely held religious beliefs.

 
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Exempt  
Location Charlotte  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade None Specified 


This position is currently not accepting applications.

To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com



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