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Financial Advisor, Winston Salem, High Point
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- Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions.
- 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.
- 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.
- Attends and completes all required training and informational meetings scheduled by management and broker-dealer.
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