Financial Advisor

3 days ago

Richmond, United States Atria Wealth Solutions Full time
Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Richmond, Virgina area.

Argent Credit Union is a full-service, not-for-profit financial cooperative headquartered in Chester Virginia with eight branch locations throughout the Richmond-metro area. Founded in 1956 originally to serve the employees of the DuPont Spruance facility in Chesterfield Virginia, Argent Credit Union is now a community-focused credit union with $500 million in assets serving nearly 40,000 members.

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). Actively engages assigned branch staff on a regular basis as well as other key areas within the CU. Provides ongoing training and coaching of staff to increase the quality and quantity of member leads to the investment team. 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 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
  • Experience and aptitude with working with a broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc. to process business, as well as the use of a CRM to document all interactions and activities
  • 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 a plus
  • 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

EOE

  • Representatives are employed by and registered through CFS (Member /). To learn more about CUSO Financial Services, L.P. visit .

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. 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.

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