Financial Advisor - Atria Wealth Solutions
Riverside, CA
About the Job
Join a Winning Team!
CUSO Financial Services, LP (CFS), in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and provide investment and retirement planning services for its members in the Riverside, CA area
Altura Credit Union has $3.5 Billion on deposit and 160,000 members. Altura Credit Union aspires to maintain high standards in providing credit union members with the comprehensive financial and investment services needed to help achieve their long-term goals. We are looking for the right person to take this program to new heights in terms of member service and productivity. Altura Credit Union has a long history of serving the Riverside County area. To learn more about Altura Credit Union, visit www.alturacu.com.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
CUSO Financial Services, LP (CFS), in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and provide investment and retirement planning services for its members in the Riverside, CA area
Altura Credit Union has $3.5 Billion on deposit and 160,000 members. Altura Credit Union aspires to maintain high standards in providing credit union members with the comprehensive financial and investment services needed to help achieve their long-term goals. We are looking for the right person to take this program to new heights in terms of member service and productivity. Altura Credit Union has a long history of serving the Riverside County area. To learn more about Altura Credit Union, visit www.alturacu.com.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
- Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.
- Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
- Drives investment and program integration initiatives with credit union program (includes branch personnel training and promoting referral incentives). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.
- Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
- Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
- Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
- Clean U-4 and Background
- Two (Three) or more years of sales experience in the financial services industry, preferably in a bank or credit union
- Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
- Commitment to supporting, and contributing to, a team-oriented culture
- Undergraduate Degree in Business, Finance, or related field
- Certified Financial Planner (CFP) designation
- Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
- An advanced level of performance and work ethic requiring minimum supervision
- Bilingual, English and Spanish speaking, preferred but not required
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
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Source : Atria Wealth Solutions
