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Traverse City

    Financial Advisor at 4Front Credit Union - Traverse City, United States - Atria Wealth Solutions

    Atria Wealth Solutions
    Atria Wealth Solutions Traverse City, United States

    1 week ago

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    Description

    Job Description

    Job Description

    CUSO Financial Services, LP. (CFS) through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse City, MI area. The investment program is experiencing rapid growth and we need an additional advisor to keep up with the financial planning needs of our members.

    When you join CFS and 4Front Credit Union, you enjoy numerous benefits:

    • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
    • 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
    • Tomorrow's technology: Use efficient tech tools such as electronic delivery, online systems, and mobile apps to reduce your work load, become more efficient, and easily transact business on-the-go

    4Front Credit Union is a member-owned financial cooperative serving nearly 93,000 members across the state of Michigan. We grew from the combined resources of two institutions steeped in member advocacy and locally focused service and when presented an opportunity to generate more value for a single membership without sacrificing our member-centric core philosophies, being better together simply made sense. To learn more, visit

    CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 20-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

    Qualified candidates must have:

    • Licenses and Registrations: FINRA Series 7, or 66 preferred) and Insurance license
    • Clean U-4 and Background
    • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
    • Certified Financial Planner designation preferred (CFP)

    CUSO Financial Services, L.P. offers 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

    Representatives are employed and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).

    EOE

    Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7, Series 6

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