- 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 and/or assigned bank program (includes branch personnel training). 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
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Financial Advisor - Plano, United States - Atria Wealth Solutions
Description
Join a Winning TeamCUSO Financial Services, LP (CFS), in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
InTouch Credit Union is a not-for-profit community credit union with branches in three states: Texas, Nevada, and Michigan. While our charter was originally granted in 1974 to serve Electronic Data Systems (EDS) employees in the Dallas area, ITCU now serves 93,030 members across the U.S. as well as more than 20 countries around the world and encompasses assets of $1,042,128,209.
As our brand promise says, we are committed to "creating positive value propositions by delivering money management tools and financial services through high-quality, proven digital systems at competitive prices." We are dedicated to working for you and your financial well-being
A few minutes of your time to open an account will provide a lifetime of benefits to you, your family or your business. By joining InTouch Credit Union, you will be part-owner of a financial cooperative whose members span the globe Once Credit Union membership is established, you will receive quality financial services in an efficient, professional and convenient manner regardless of where you live or work - now or in the future because once a member, always a member until the account is closed.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
CFS (Member /) 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.
**Representatives are employed and registered through CFS (Member /). To learn more about CUSO Financial Services, LP visit .
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