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.
Why this role matters
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.
What you’ll do
In this role, you’ll take ownership of growing and managing a financial advisory portfolio while helping members achieve their financial goals.
Day to day, you’ll:
• 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
Beyond that, you’ll collaborate across teams and continuously improve the member experience.
What you bring
We’re looking for a results-driven professional with strong financial expertise and a passion for helping people.
Required Experience:
• 3–5 years of financial services sales experience with proven performance
Required 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
Education/Certifications:
• Series 63, 65 or 66
• Series 7 within 90 days
• Life/Health license within 90 days
You should also be comfortable working in a goal-driven, fast-paced environment.
What sets you apart
You don’t need to check every box, but here’s what will help you thrive in this role:
• Credit union or community financial institution experience
• CFP, ChFC, CLU, CRPC or similar
• Experience with virtual advisory tools
• Established community network
What you’ll get
We believe in supporting our team members both professionally and personally.
In this role, you can expect:
• Opportunities to grow your business
• Strong tools and support systems
• Professional development and licensing support
• Collaborative, service-driven culture
• Competitive, performance-based compensation
Ready to apply?
If you’re excited about this opportunity, we’d love to hear from you. Apply today.
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:
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers 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
Skills Required
- 3-5 years of financial services sales experience with proven performance
- Series 63, 65 or 66
- Series 7 within 90 days
- Life/Health license within 90 days
- 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
- Credit union or community financial institution experience
- CFP, ChFC, CLU, CRPC or similar
- Experience with virtual advisory tools
- Established community network
What We Do
Founded in 1952, Truliant Federal Credit Union is a member-owned, not-for-profit financial institution headquartered in Winston-Salem, NC. Its mission is to improve lives by putting members first, providing great service and straightforward financial solutions. Truliant serves over 300,000 members across the Carolinas and Virginia with more than $5 billion in assets.
