Current jobs related to Financial Advisor - Ogden - Atria Wealth Solutions

  • Client Advisor

    3 weeks ago

    Ogden, United States Bronson Kinkade Consulting Full time

    Job DescriptionJob DescriptionJoin Our Expanding Agency: Exceptional Opportunities AwaitOur agency is expanding quickly, and we’re looking for a few experienced agents to join our team. Here’s why our opportunity stands out:In-Bound Leads Only: Say goodbye to cold caFully Remote: Conduct sales 100% remotely.Superior Products: Multiple exclusive products...

  • Customer Service Representative

    2 weeks ago

    Ogden, Utah, United States Matrix Innovations Full time

    We are seeking a skilled and customer-focused Customer Service Representative to join our team at Matrix Innovations. As a Personal Banking Advisor, you will play a critical role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Your Key Responsibilities:Deliver comprehensive and personalized customer...

  • Outbound Sales Representative

    2 weeks ago

    Ogden, Utah, United States America First Credit Union Full time

    **Job Summary**At America First Credit Union, we are seeking a highly motivated and results-driven Outbound Sales Advisor to join our team. As a key member of our sales team, you will be responsible for promoting our member service solutions, primarily focused on loans and ancillary insurance sales.**Key Responsibilities:**Assumes responsibility for outbound...

  • Tax Examiner

    5 days ago

    Ogden, Utah, United States Internal Revenue Service Full time

    About the RoleWe are seeking highly skilled and detail-oriented individuals to join our team as Tax Examining Clerks/Technicians in the IRS Taxpayer Services Division.Key ResponsibilitiesConduct research and analysis to resolve tax issues, including obtaining necessary documentation and verifying taxpayer information.Secure payment of delinquent taxes and...

  • Tax Examiner

    6 days ago

    Ogden, Utah, United States Internal Revenue Service Full time

    About the RoleWe are seeking highly skilled and detail-oriented individuals to join our team as Tax Examining Clerks/Technicians in the IRS Taxpayer Services Division.Key ResponsibilitiesConduct research and analysis to resolve tax issues, including obtaining necessary documentation and verifying taxpayer information.Secure payment of delinquent taxes and...

  • Senior Client Portfolio Manager, Fixed Income Solutions

    3 weeks ago

    Ogden, Kansas, United States Manulife Insurance Malaysia Full time

    Position: Director of Client Portfolio Management, Fixed IncomeWe are a prominent financial services organization dedicated to simplifying decisions and enhancing the lives of our clients and colleagues globally. Our commitment to environmental stewardship and community engagement reflects our core values throughout our operations. We believe in empowering...

  • Maintenance Technician

    2 weeks ago

    Ogden, Utah, United States Apartment Management Consultants Full time

    About the RoleWe are seeking a skilled Maintenance Technician to join our team at Apartment Management Consultants.This is a full-time position that requires a strong understanding of property maintenance and upkeep. The successful candidate will be responsible for ensuring the efficient operation and maintenance of our properties, including buildings and...

  • Measurement Specialist

    5 days ago

    Ogden, Utah, United States MarketStar Full time

    About MarketStarMarketStar is a leading provider of outsourced B2B demand, sales, customer success, and revenue operations solutions. With over 35 years of experience, we have established a strong reputation for delivering exceptional results for our clients. Our team is passionate about cultivating career advancements for our employees and supporting them...

  • Measurement and Optimization Expert

    1 week ago

    Ogden, Utah, United States MarketStar Full time

    About MarketStarMarketStar is a leading provider of outsourced B2B demand, sales, customer success, and revenue operations solutions. We have been generating revenue for innovative tech companies across the globe for over 35 years.Our CultureWe are passionate about cultivating career advancements for our people, and support them through mentorship,...

  • Inside Sales Representative

    1 week ago

    Ogden, Utah, United States MarketStar Full time

    About MarketStarMarketStar is a leading provider of outsourced B2B demand, sales, customer success, and revenue operations solutions. With over 35 years of experience, we have established a strong reputation for delivering exceptional results for our clients.We are passionate about cultivating career advancements for our people and support them through...

  • Client Partner

    1 month ago

    Ogden, United States MarketStar Full time

    If you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. About MarketStar: In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ years, we have been generating revenue for the most innovative tech companies across the...

  • Tax Compliance Specialist

    3 weeks ago

    Ogden, Utah, United States Internal Revenue Service Full time

    Duties WHAT IS THE TAXPAYER SERVICES DIVISION? This division focuses on ensuring the integrity and compliance of tax returns and related processes. The following responsibilities are associated with this role at the full working level. Addresses taxpayer inquiries concerning the preparation of various tax documents, including returns and related schedules;...

  • Account Manager

    3 weeks ago

    Ogden, United States MarketStar Full time

    If you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply. About MarketStar: In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ years, we have been generating revenue for the most innovative tech companies across the...

  • Inside Sales Representative

    3 weeks ago

    Ogden, United States MarketStar Full time

    If you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply.About MarketStar: In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ years, we have been generating revenue for the most innovative tech companies across the...

  • Tax Compliance Specialist

    3 weeks ago

    Ogden, Utah, United States Internal Revenue Service Full time

    Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES DIVISION? A description of the business units can be found at:Vacancies will be filled in the following specialty areas: Tax Exempt and Government Entities Exempt Organizations and Government EntitiesThe following are the responsibilities of this role at the full working level. If this vacancy includes more...

Financial Advisor

4 months ago

Ogden, United States Atria Wealth Solutions Full time
Join a winning team at America First Credit Union

We are growing and need to add a Licensed Financial Advisor at America First Credit Union in the Ogden/Riverdale, Utah market

America First is one of the largest, most stable, and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution since its inception over seven decades ago. America First serves over 1.4 million members with more than $19 Billion in assets. To learn more about America First Credit Union, visit www.americafirst.com.

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 25+ year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.

When you join CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit unions member base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

Qualified candidates must have:

  • FINRA Series 7, 63, 65 or 66 and Life, Accident, Health & Insurance licenses
  • Clean U-4
  • Certified Financial Planner (CFP) or other professional designations preferred
  • Two+ years sales experience in the financial services industry, preferably in a bank or credit union
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
  • College Degree preferred

We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrows technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to

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

EOE