Financial Advisor

3 months ago

Houston, United States Atria Wealth Solutions Full time
Job DescriptionJob DescriptionCUSO Financial Services, LP (CFS) is seeking a Financial Advisor ideally located in the Houston, TX area to work remotely and provide investment services for members of Rave Financial. 

Rave Financial was chartered July 30, 1935, as Magnolia Employees Beaumont Texas Federal Credit Union. It was one of the first federal credit unions in Jefferson County. By year-end 1935, the new credit union had 700 members, assets of $10,000 and the potential for over 5,000 members from its sponsor group, Magnolia Beaumont Refinery.

In 1959, the credit union changed its name to Mobiloil Federal Credit Union and again to Rave Financial in 2023. Rave Financial is now a community charter and currently has more than 75,000 members and assets exceeding $1 Billion.

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.)
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
  • 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
  • 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 and registered through CFS (Member FINRA/SIPC).  To learn more about CUSO Financial Services, LP visit www.cusonet.com.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable 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 help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

Powered by JazzHR

8cVo8VZIHZ

  • Financial Advisor

    2 months ago

    Houston, United States Cetera Advisor Networks LLC Full time

    Join a dynamic team at Cetera Wealth Management Group!If you are driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals!Cetera Wealth Management Group is a nationwide network of independent financial services firms seeking motivated...

  • Experienced Financial Advisor

    1 month ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Experienced Financial Advisor

    1 month ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Financial Advisor

    3 months ago

    Houston, United States Strategic Financial Group Full time

    Job DescriptionJob DescriptionEmbark on a Career as a Financial Services Professional at Strategic Financial GroupJoin the ranks of Strategic Financial Group, an esteemed financial planning entity under the expansive umbrella of MassMutual, a Fortune 100 trailblazer. Our mission? To champion financial independence, future preparedness, and community impact...

  • Financial Advisor

    2 weeks ago

    Houston, United States Strategic Financial Group LLC Full time

    Financial Services Professional: Entry-Level Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people, gain their...

  • Financial Advisor

    1 month ago

    Houston, United States Corebridge Financial Full time

    We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...

  • Voya Houston Financial Advisor

    3 months ago

    Houston, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Financial Advisor

    3 weeks ago

    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Who We Are: Roberts Wealth Management provides more than conventional financial services. Our skilled financial advisors are dedicated to guiding our clients toward a secure and affluent retirement. We offer a range of services, including wealth management, estate...

  • Financial Advisor

    1 month ago

    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (Who We Are:Roberts Wealth Management offers more than just traditional financial services. Our expert financial advisors are committed to helping our clients achieve a secure and prosperous retirement. We provide a variety of services, including wealth management, estate planning, and insurance...

  • Financial Advisor

    1 month ago

    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management offers more than just traditional financial services. Our expert financial advisors are committed to helping our clients achieve a secure and prosperous retirement. We provide a variety of services, including wealth management, estate...

  • Financial Advisor

    4 weeks ago

    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management provides more than conventional financial services. Our skilled financial advisors are dedicated to guiding our clients toward a secure and affluent retirement. We offer a range of services, including wealth management, estate planning,...

  • Financial Advisor

    4 weeks ago

    Houston, United States Magellan Financial & Insurance Services, Inc. Full time

    Job Opportunity: Financial Advisor at Roberts Wealth Management (Who We Are:Roberts Wealth Management provides more than conventional financial services. Our skilled financial advisors are dedicated to guiding our clients toward a secure and affluent retirement. We offer a range of services, including wealth management, estate planning, and insurance...

  • Financial & Wealth Advisors

    3 weeks ago

    Houston, United States CCG Business Solutions, LLC Full time

    Job DescriptionJob DescriptionCompany DescriptionCCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors.Job DescriptionOverview:We are...

  • Financial & Wealth Advisors

    3 weeks ago

    Houston, United States CCG Business Solutions, LLC Full time

    Company Description CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors. Job DescriptionOverview: We are seeking a highly motivated and...

  • Financial Advisor

    3 months ago

    Houston, United States Navy Federal Credit Union Full time

    To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) o Financial Advisor, Financial, Advisor, Banking

  • Financial Advisor

    3 weeks ago

    Houston, TX, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll...

  • Financial Advisor Assistant

    3 weeks ago

    Houston, United States Frost Bank Full time

    Job Description It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you...

  • Financial Aid Advisor

    4 weeks ago

    Houston, United States Universal Technical Institute Full time

    Financial Aid Advisor Job Locations US-TX-Houston ID 2024-6120 Type Regular Employee Overview Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that students and...

  • High Net Worth Client Advisor

    7 days ago

    Houston, Texas, United States BOK Financial Full time

    About the RoleAs a Private Wealth Advisor at BOK Financial Corporation Group, you will be responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses, and similar entities. You will have the autonomy to focus on diverse service offerings, including our Registered Investment Advisor (RIA)...

  • Medical Financial Advisor

    3 days ago

    Houston, Texas, United States Inception Fertility Corporate Services Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Medical Financial Advisor to join our team at Inception Fertility Corporate Services. As a key member of our financial services team, you will be responsible for ensuring accurate and timely processing of patient accounts, coordinating all facets of patient accounts, credits, and collection of...