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Financial Advisor Associate

4 months ago

Corning, United States Atria Wealth Solutions Full time

Join a Winning Team

  • Are you passionate about helping people prepare financially for their future?
  • Do you possess a broad knowledge of financial products and services?
  • Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?
Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas.

Established in 1954, First Heritage Federal Credit Union has over $640 million in assets and serves more than 43,000 members. First Heritage has the ability to serve all people who live, work, worship, attend school or maintain a business or other legal entity in Chemung or Steuben Counties, New York and Tioga County, Pennsylvania, as well as their immediate family members.

In this role, the successful candidate's key responsibilities will include working with registered representatives in assigning the servicing and transitioning a portion of the client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client's goals, and serving as the broker of record for select member client accounts.

The ideal candidate is someone looking to partner with a seasoned financial advisor and develop their necessary skills, ultimately to grow and develop into a Financial Advisor with a book of business and defined branch territory within 2-4 years.

Responsibilities
  • Contact assigned clients and schedule appointments to review goals.
  • Process paperwork and trades for assigned clients.
  • Send out review letters to assigned clients.
  • Handle routine member inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction. Report specific problems to Program Manager on an as needed basis.
  • Set up and maintain client files with appropriate information and in accordance with FINRA compliance standards.
  • Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements.
  • Complete weekly report of contacts made.
  • Input financial planning data into financial planning software for registered representatives on an as needed basis.
  • Provide research information to registered representatives on an as needed basis (i.e., cost basis information, product research, etc.).
  • Service branch referrals for members with investment needs.
Requirements

Qualifications
  • Minimum completion of an Associate degree in finance, business or related field required.
  • Minimum 3 years' experience in the financial services field. Related member service experience helpful.
  • Proficient in MS applications such as Word, PowerPoint, Excel
  • Working knowledge of financial institution products and services, as well as life insurance, annuity, and securities products. Proficient in operational procedures related to member accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance.
  • Possess or ability to obtain Series 7, 63 and 65, Life, Accident and Health Insurance licenses within a specified period of time.
  • Must be able to do the following: to read, to perform arithmetic operations quickly and accurately; to see details and recognize errors in numbers and spelling; to present information effectively; to work within precise limits of accuracy; to follow instructions; to accept responsibility; to be tactful and patient with others.
  • Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.
  • Working knowledge of financial institution products and services, as well as life insurance, annuity and securities products.
  • Proficient in operational procedures related to member accounts.
  • Strong practical understanding of general economic principles relating to all aspects of personal finance.
  • Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible.
  • Possess a valid driver's license


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, 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.