- Achieves individual and office sales goals by team building with offices to help generate referrals.
- Motivates, educates, and coaches office teams and investment office champions to prospect for quality referrals.
- May involve cold calling on non-member individuals and businesses.
- Cross-sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals.
- Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs.
- Demonstrates knowledge of all Consumers products and services.
- Successfully maintains: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
- Contacts potential members by attending business and social events/meetings or by giving seminars.
- Maintains all files and records to comply with the law.
- Knowledgeable in the area of IRA and Trust accounts.
- Develops an understanding of Credit Union rules, regulations, philosophy, organization by-laws and operating procedures.
- Assist in any area as directed by your supervisor.
- Success requires a Bachelor's degree in Business or Finance (or equivalent work experience).
- 5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.
- Successfully completes: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
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Financial Advisor - Lansing, United States - Atria Wealth Solutions
Description
Consumers Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area.Consumers Credit Union is a full-service financial institution and a leader in digital banking technology, mortgages, and business lending. Consumers has more than $2 billion in assets and is locally owned since 1951. Consumers serves more than 130,000 members through 27 Michigan offices located in Kalamazoo, Grand Rapids, Holland, South Haven, Battle Creek, and Coldwater with member access to 30,000+ free CO-OP Network ATMs nationwide. To learn more, visit
Position Summary
Provide analysis and guidance to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with their short and long term goals; Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies; Enhances and expands the overall penetration and participation levels of the current investment services program to ensure on-going quality service to existing members/clients.
Duties
**Representatives are employed by Consumers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit
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.
