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Financial Advisor

3 months ago

Philadelphia, United States Atria Wealth Solutions, Inc Full time
  • Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.
  • Since opening our doors in 1977 to the employees of SmithKline Corporation—now GlaxoSmithKline (GSK)—we’ve always been focused on our members and our community.
  • Over time, we’ve shifted and evolved, and even changed our name from Sb1 to Ardent to better represent our outlook and identity as a community-chartered credit union.
  • The Ardent name is reflective of our approach to banking.
  • Today, Ardent Credit Union has $840 million in assets, over 34,000 members, and is looking for a Financial Advisor to join an established investment program.
  • Experience and aptitude with working with a broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc.
  • Certified Financial Planner (CFP) designation a plus
  • CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members.