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Financial Advisor

2 months ago

San Francisco, United States Atria Wealth Solutions Full time
Job DescriptionJob Description

CUSO Financial Services, LP (CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the San Francisco Bay area.

Where it all began with San Francisco Fire Credit Union.

In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever.

Today, the San Francisco-based credit union has grown to $1.8B in assets and a membership base exceeding 78,000 that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo, and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

As an organization, San Fran Fire is committed to the following values:

  • Winning together.
  • Servicing members above all else.
  • Being authentic, transparent, and honest.
  • Challenging the conventional with creativity.
  • Embracing diverse voices.
Most days, working at SF Fire feels more like a big family. Whether it’s a potluck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get-together, we’re here to do a great job and have a good time while doing it We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude.

SF Fire Credit Union aspires to maintain high standards to provide credit union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and share our vision to help empower members to accomplish their dreams and build lasting financial security by making sound investment choices. 

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). 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.)
Desired Qualifications:
  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident and Health Insurance 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
  • Certified Financial Planner (CFP) designation preferred


EOE

**Representatives are employed by and registered through CFS (Member FINRA/SIPC).  To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

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 deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there. We are led by visionary financial services leaders who see farther. 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. We invite you to join our winning team 

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