-
Financial Advisor
2 weeks ago
Prudential Advisors Plano, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...
-
Financial Advisor
2 weeks ago
Prudential Advisors Plano, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...
-
Financial Advisor
3 weeks ago
Prudential Advisors Plano, United StatesAre you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you ***** More support, more clients, more compensation, and more client satisfactionPrudential Advisors is looking for an experienced financial prof ...
-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Plano, United StatesJob Description · Job DescriptionJoin a Winning Team · CUSO 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 Un ...
-
Financial Advisor
1 week ago
BrokerHunter Plano, United StatesNo Prospecting, No Cold-Calls, Book of Business Is Provided · Stop prospecting Come join our clients firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With ...
-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Plano, United StatesJoin a Winning Team · CUSO 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 communi ...
-
Financial Advisor
1 week ago
Catalyst Corporate FCU Plano, United StatesFull Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) · Catalyst and Your Career · At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and soun ...
-
Financial Advisor
1 week ago
Catalyst Corporate FCU Plano, United StatesFull Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) · Catalyst and Your Career · At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and soun ...
-
Financial Advisor
3 days ago
Catalyst Corporate Federal Credit Union Plano, United StatesFull Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) · Catalyst and Your Career · At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and sound ...
-
Financial Advisor
5 days ago
NovaTech Solutions Lewisville, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...
-
Advisor Financial Modeling
1 week ago
Fannie Mae Plano, United StatesJob Description As a valued contributor to our team, you will advise the team and management on the overall direction of analytical activities, and data infrastructure and database maintenance. THE IMPACT YOU WILL MAKE The Operations - Analytics and Modeling - Advisor role will o ...
-
Advisor Financial Modeling
1 week ago
Fannie Mae plano, United StatesJob Description · As a valued contributor to our team, you will advise the team and management on the overall direction of analytical activities, and data infrastructure and database maintenance. · THE IMPACT YOU WILL MAKE · The Operations - Analytics and Modeling - Advisor role ...
-
Independent Financial Advisor Wanted
3 weeks ago
Vann Equity Management Plano, United StatesJob Description · Job DescriptionVann Equity Management measures success by quality over quantity, which means we are very selective about advisors who join our team. If you are an advisor who shares our commitment to the highest standard, and who is interested in working with li ...
-
Financial Advisor Wealth Manager
3 weeks ago
LINCOLN WEALTH Plano, United StatesJob Description · Job DescriptionFast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. · Series 65 or 66 license is a must. · Fantastic Marketing campaigns produce unlimited ap ...
-
Independent Financial Advisor Wanted
3 weeks ago
Vann Equity Management Plano, United StatesJob Description · Job DescriptionVann Equity Management measures success by quality over quantity, which means we are very selective about advisors who join our team. If you are an advisor who shares our commitment to the highest standard, and who is interested in working with li ...
-
Financial Advisor
1 week ago
Beacon Hill Staffing Group Addison, United StatesJob Title: Financial Advisor - Opportunity with a Prestigious Financial Institution · Company Overview: Join our esteemed financial institution, boasting over 150 years of excellence in financial services. Recognized by FORTUNE as one of the "World's Most Admired" companies, we ...
-
Wealth Advice Center Financial Advisor
10 hours ago
UBS Plano, United StatesUnited States - Texas · Financial Advisors · Global Wealth Management · Job Reference # · 289667BR · City · Plano · Job Type · Full Time · Your role · Do you take pride in helping people and delivering an exceptional client experience? Do you have experience as a licensed financi ...
-
Wealth Advice Center Financial Advisor
1 week ago
UBS Plano, United StatesYour role · Do you take pride in helping people and delivering an exceptional client experience? Do you have experience as a licensed financial advisor with a track record of success? We're looking for someone like you, who can provide advice and guidance to our existing Wealth ...
-
financial advisor
3 weeks ago
Empower Garland, TX, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Vann Equity Management Plano, United StatesJob Description · Job Description · Vann Equity Management measures success by quality over quantity, which means we are very selective about advisors who join our team. If you are an advisor who shares our commitment to the highest standard, and who is interested in working wi ...
Financial Advisor - Plano, United States - Atria Wealth Solutions
Description
Join a Winning Team
CUSO 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:
+ 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.)
Required Qualifications:
+ 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
Desired Qualifications
+ 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
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. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country.
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.
**Representatives are employed and registered through CFS (Member FINRA ) / SIPC ) ). To learn more about CUSO Financial Services, LP visit .
EOE
Powered by JazzHR
