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Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area.
ABOUT ALLEGACY: 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.
General Accountability
The primary purpose of this position is to assist Allegacy Federal Credit Union in living out our Brand Promise: We’ll always do the right thing for your Wellbeing. To achieve this goal, the employee shall live out the Allegacy Behaviors while providing World Class Member Service to both internal and external members. This position is an integral team member of the Allegacy Investment Group whose primary responsibility is to actively identify and engage both members and non-members identified as High Net Worth (HNW) potential and to enhance the personal and financial wellbeing of these individuals, their families, and their friends and co-workers. This will be accomplished by employing any and all resources of the credit union.
Nature and Scope
This position must understand the capabilities of Allegacy’s “three-legged” revenue and service providers: Retail, Allegacy Investment Group, and Allegacy Business Services and work to leverage them to benefit the member’s wellbeing. Additionally, the position holder shall possess the ability to uncover/identify member assets, liabilities, needs, goals, and objectives and to make referrals to the appropriate credit union resource(s). This position is responsible for meeting the monthly goals set by the reporting manager. These goals include, but are not limited to, invested dollars, deposits, loans, and referrals. This position also acts as a liaison for community and member related events.
Specific Accountabilities
Knowledge, Skills, and Abilities
POSITION REQUIREMENTS
Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.
*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.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
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.
Full Time
$57k-80k (estimate)
10/29/2023
06/11/2024
atriawealth.com
New York, NY
25 - 50