- 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
-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Ogden, United StatesJoin 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 countr ...
-
Peer Assistant
2 weeks ago
Weber State University Ogden, United StatesPosition Details · WSU's Commitment to Diversity Weber State University is an Equal Opportunity Employer committed to creating an inclusive environment by welcoming all individuals, including culturally diverse staff, faculty, and student body. WSU values every individual by emb ...
-
Business Development Specialist
1 week ago
MarketStar Ogden, United States Full timeWhat will you do? · Sourcing opportunities through inbound lead follow-up and outbound programs. Understanding customer needs and requirements. · Routing qualified opportunities to the appropriate sales executives for further development and closure. · Own the value proposition ...
-
GEAR UP College Access Advisor/Site Coor
1 week ago
Weber State University Ogden, United StatesWelcome to the GEAR UP Part-Time College Access Advisor job application We are so excited that you are interested in applying. We have an incredible team of dedicated and driven staff who are passionate about helping students succeed. We are seeking candidates with that same comm ...
-
Community Service Coordinator
1 day ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ yea ...
-
Project Finance
1 week ago
Guidehouse Ogden, United StatesJob Family : · Segment Finance · Travel Required : · Up to 10% · Clearance Required : · None · What You Will Do: · Guidehouse's Finance team is a strategic business advisor responsible for managing financial risk, including: financial planning and reporting, data analysis, ...
-
Sales Trainer
2 weeks ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ ye ...
-
Client Partner
1 week ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ years ...
-
Receptionist / Security
2 weeks ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ ye ...
-
Client Partner
1 week ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ yea ...
-
Client Partner
1 week ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ yea ...
-
Community Service Coordinator
5 days ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ yea ...
-
Tax Examining Technician
4 weeks ago
Department Of The Treasury Ogden, United StatesDuties · WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES DIVISION? · A description of the business units can be found at: · Vacancies will be filled in the following specialty areas: · Tax Exempt and Government Entities Exempt Organizations and Government Entities · The following are ...
-
Supervisory Associate Advocate
4 weeks ago
Department Of The Treasury Ogden, United StatesDuties · WHAT IS THE TAXPAYER ADVOCATE SERVICE (TAS)DIVISION? · A description of the business units can be found at: · Vacancies will be filled in the following specialty areas: · Taxpayer Advocate Service (TAS), Executive Director Case Advocacy (EDCA), Area 7 · The following ar ...
-
Sales Operations Analyst
2 weeks ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ yea ...
-
D- Lube Tech Flat Rate
1 week ago
Asbury Automotive Riverdale, United StatesJoin a Winning Team at Larry H. Miller Automotive Group · If you're looking for an opportunity to be appreciated and involved in your career, your search is complete. We have a great history of providing excellent career opportunities for individuals who want to grow within the c ...
-
Supervisory Tax Examining Technician
1 week ago
Internal Revenue Service Ogden, United StatesDuties · WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE)DIVISION? · A description of the business units can be found at: · Vacancies will be filled in the following specialty areas: · SBSE Campus Collection Operations - Atlanta, SBSE Campus Collection Operations - Fresno, SBSE C ...
-
APDP PCA Trainee
3 weeks ago
KeyBank Ogden, United StatesJob Description · Location: · 1098 South 300 West - Salt Lake City, Utah 84101Job Summary · Key Investment Services' (KIS) Advisor Professional Development Program (APDP) is an exclusive 22-month phased program focused on the launch and development of a career in advice-based wea ...
-
Fund Accountant Sr.
3 weeks ago
UMB Bank Ogden, United StatesThe **Alternative Investments Team** provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes ...
-
Account Manager
3 weeks ago
MarketStar Ogden, United StatesIf you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. · About MarketStar: · In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ yea ...
Financial Advisor - Ogden, United States - Atria Wealth Solutions
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Join 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
EOE
Powered by JazzHR