Financial Advisor - Winston-Salem, NC

About the role

At Truliant Federal Credit Union, we’re committed to helping our members feel confident about their financial future. In this role, you’ll play a key part in guiding members through important financial decisions by delivering personalized, holistic advice. Your work directly impacts long-term goals like building wealth and planning for retirement. This is a great opportunity for someone who enjoys building relationships, driving results, and making a meaningful difference.

Responsibilities

• Build strong relationships with members and recommend tailored financial solutions.
• Generate new business through proactive outreach and partnerships.
• Ensure compliance while using tools to manage portfolios and track activity.
• Collaborate across teams and continuously improve the member experience.

Requirements

• 3–5 years of financial services sales experience with proven performance.
• Series 63, 65 or 66 certification.
• Series 7 certification within 90 days.
• Life/Health license within 90 days.

Skills

• Ability to deliver tailored financial plans based on member goals.
• Strong communication and presentation skills.
• Relationship-building across all levels.
• Proficiency in CRM tools and Microsoft Office.
• Strong time management and organization.
• Comfortable working in a goal-driven, fast-paced environment.

Qualifications

You don’t need to check every box, but the following will help you thrive in this role:

• Credit union or community financial institution experience.
• CFP, ChFC, CLU, CRPC or similar certification.
• Experience with virtual advisory tools.
• Established community network.

Benefits

• No-cost employee medical, dental, and vision coverage.
• Prescription benefits (including mail order).
• Paid holidays and Paid Time Off (PTO).
• 401(k) plan with contribution matching.
• Paid community involvement volunteer hours.
• Paid group life insurance.
• Teammate loan discounts.
• Tuition reimbursement.
• Short and long-term disability.
• Health & Wellness program.
• Teledoc (physician video conferencing).
• Onsite fitness facilities or health club reimbursement.
• Employee Assistance Program (EAP).
• Medical flexible spending account.
• Dependent care flexible spending account.

Pay

Competitive, performance-based compensation.