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Financial Consultant Assistant

3 months ago

Riverview, United States Atria Wealth Solutions Full time
Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, LP (CFS), DFCU Financial is seeking a Financial Consultant Assistant to join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity: We are seeking a Financial Consultant Assistant to provide comprehensive service and administrative support to a successful Financial Consultant in the Riverview MI area.

What You'll Do:
  • Process documents that relate to account opening and account servicing.
  • Provide general administrative support using all required back-office systems and procedures.
  • Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
  • Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
  • Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
  • Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
  • Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.
What You'll Need:
  • High school diploma or equivalent.
  • Two years customer service experience, financial preferred.
  • Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain in 12 months.
  • Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
  • Demonstrated ability to work in a team-oriented environment.
  • Excellent interpersonal skills, including written and oral communication.
  • Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
  • Computer literate.
  • Assignment includes branch locations as required.
What We Offer:
  • 401k plan match, dollar for dollar up to 4%
  • Paid time off for employees who average over 20 hours per week
  • Paid holidays (~10 per year)
  • Vision insurance
  • Medical and dental effective date of hire for employees who average over 20 hours per week
  • Health savings account (HSA)
  • Wellness initiatives and reimbursements
  • Pre-paid legal services plan
  • Identity protection plan
  • Accident supplemental plan
  • Company provided basic life insurance of $10,000
  • Pet Insurance
  • Free financial planning assistance
  • Numerous fun employee events throughout the year
  • Volunteer and community engagement opportunities
  • Service / anniversary awards
  • Employee discounts for company logo wear
  • Employee referral payouts for recruiting your friends and family
  • Ongoing training opportunities
 
Equal Opportunity Employer / Disabled / Veterans

** Representatives are employed by DFCU Financial and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com. 

CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor 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.

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