- Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
- Large opportunity: Easily tap into the credit union's member base to find new clients
- No proprietary products: Recommend and sell whatever products best meet your clients' needs
- Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology
- FINRA Series 7, 63, 65 or 66 and Life, Accident, Health & Insurance licenses
- Clean U-4
- Certified Financial Planner (CFP) or other professional designations preferred
- Two+ years sales experience in the financial services industry, preferably in a bank or credit union
- Customer service, communication and presentation skills
- An advanced level of performance, requiring minimum supervision
- Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
- College Degree preferred
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Key Bank Ogden, United StatesLocation: · 21 North Harrisville Road - Ogden, Utah 84404 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to bu ...
Financial Advisor - Ogden, United States - Atria Wealth Solutions
Description
Job Description
Job DescriptionJoin a winning team at America First Credit Union
We are growing and need to add a Licensed Financial Advisor at America First Credit Union in the Ogden/Riverdale, Utah market
America First is one of the largest, most stable, and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution since its inception over seven decades ago. America First serves over 1.4 million members with more than $19 Billion in assets. To learn more about America First Credit Union, visit
CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 25+ year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.
When you join CFS, you enjoy numerous benefits:
Qualified candidates must have:
We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow's technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to
Financial advisors are employed by America First Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit
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