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Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners.
Essential Functions and Responsibilities
Other Duties and Responsibilities
Knowledge, Skills, and Abilities
Physical Requirements
Education and Background
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
Full Time
$54k-81k (estimate)
04/27/2024
05/12/2024
truliant.com
Winston Salem, NC
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