Job Title: Registered Financial Assistant

Dept: Coastal Wealth Management

Position Location: Raleigh, NC. Hybrid position

Your impact:

As a Registered Financial Assistant, you'll have the opportunity to support our Wealth Management Financial Adivosrs, build a client base, organize events, and provide exceptional customer service.

As a key contributor to the Coastal team, your responsibilities will be:

• (40%) Centralized Program Support: Offer business unit comprehensive support and identify growth opportunities leading to an increase in program capacity and to drive overall program success.
• (20%) Event Coordination and Reporting: Organize events and track marketing effectiveness by maintaining registration logs and follow upon appointments as a result of the event. Boost client engagement and optimize marketing strategies via email, postcard, and letter campaigns.
• (20%) Client and Administrative Support: Facilitate smooth operations and client transactions by processing new business requests, handling paperwork and trades, managing daily calendars, and ensuring high-quality customer service and operational efficiency.
• (10%) Prospecting and Scheduling: Expand client base working the referrals provided by internal partners and improve advisor efficiency via conducting outbound calls, managing marketing mailings, maintaining prospect database, and scheduling appointments and referrals, helping with retention and deepening client relationships.
• (10%) Support Financial Advisors: Build member relationships, drive new business through book of business analysis and maintain advisors' existing book of business to enhance client retention and growth leading to strong client loyalty and increased revenue.

Interested? Here are the qualifications we need to see on your resume:

Required experience:

• Two years of experience in a support, sales, or administrative capacity in a financial service or sales environment
• FINRA Series 7; Series 63/65 or 66
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• NC Life, Accident and Health licenses preferred

Education:

• High school diploma or equivalent

For consideration visit https://coastal24.applicantpool.com/jobs/ . You can also scroll back up to the top of this page to the "Apply Now" section.

Deadline for Application: All resumes must be received on or before 05/28/2025

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at slepanto@coastal24.com. Request for reasonable accommodation will be considered on a case by case basis.

"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."

-Tyler Grodi, CEO

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans