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Financial Advisor - Coastal Federal Credit Union 

Division CUSO Financial Services, L.P.  
Position Financial Advisor - Coastal Federal Credit Union  
Location Coastal Federal Credit Union - Raleigh, NC  
Full-Time/Part-Time Full-Time  

Job Title:  Financial Advisor (exempt status)

Dept:  Wealth Management

Position Location:   Durham, NC

Hours:  Monday through Friday, 8:30 a.m.–5:30 p.m.


General Description:

Serve the financial needs of Credit Union members/clients utilizing a comprehensive financial planning approach.  This is completed through one-on-one consultation and data gathering techniques.  Once the analysis is complete, recommendations are made, advice is given, and the plan is scheduled for implementation. 

The position is an employee of Coastal Federal Credit Union, assigned to the Wealth Management Department, and a dual employee/agent of the Broker-Dealer.  Securities industry licensing is held by the Broker-Dealer.


Duties and Responsibilities include but are not limited to:

Provide professional, exemplary service and follow-up with all assigned members/clients.

Tier all A and B members/clients for quarterly communication and annual review.

Document all members/clients contacts within dataVISION.

Complete and submit all required weekly sales and services activity reports.

Cross-sell Credit Union products when appropriate.

Participate in all required training classes and informational meetings scheduled by Coastal and/or the Broker-Dealer.

Complete all required regulatory and continuing education classes as needed to maintain approved securities licenses, insurance licenses, and professional designations.

Cultivate strong working relationships among Credit Union staff, members/clients, and other key centers of influence.

Actively participate in creating marketing plans for Wealth Management.

Promote Wealth Management branding and capabilities internally and externally.

Meet regularly with your assigned branch staffs, within your assigned market, to develop their referral skills and update their understanding of Wealth Management and the financial services industry trends, new developments, and new strategies.

Position Requirements

 Position requirements:

  • Minimum of three years of sales and advisory experience in the securities brokerage, advisory, and insurance financial services fields.
  • Must hold, in good standing, FINRA Series 6, 63, 65, and 7 licenses.
  • Must hold NC Life, Health, and Long Term Care licenses. 
  • Proven track record of GDC production, AUM/Deposits gathering, and insurance product production is required.
  • Four-year related degree or an equivalent tenure in the financial services industry.
  • Excellent communication skills
  • Must be able to work effectively within a team environment.


****For immediate consideration, please apply online directly on Coastal FCU's website using this link:


Deadline for Application:  All resumes must be received on before Friday, April 26, 2013.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities.  APPLICANTS WHO REQUIRE REASONABLE ACCOMMODATION FOR ANY PART OF THE APPLICATION OR PRE-EMPLOYMENT PROCESS may contact the HR Department Manager at or 919-882-6747. Requests for reasonable accommodation will be considered on a case-by-case basis.

Equal Opportunity/Affirmative Action Employer/M/F/D/V



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