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Financial Advisor
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- Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the Greensboro area.
- Although this position is primarily onsite at one of our Truliant locations, this position has a flexible work arrangement that gives you the opportunity to work remotely occasionally, or according to an established schedule determined by your manager.
- Purpose of the Job The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach.
- Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate.
- Follows the established guidelines for maintaining client files in accordance with broker–dealer practices and FINRA requirements.
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