Financial Services Representative

2 weeks ago

Fort Worth, Texas, United States Atria Wealth Solutions Full time
Financial Advisor Job Description

CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.

Responsibilities:
  • Identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to implement.
  • Stay current and analyze market conditions and educate themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.
  • Attend training and/or complete required continuing education and keep current on investment products and services offered.
  • Meet regularly with Program Manager and train, if necessary, with Program Manager.
  • Drive investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training).
  • Provide 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.
  • Service and perform periodic reviews of existing client accounts and meet 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.
  • Remain 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.).
Requirements:
  • Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses.
  • Clean U-4 and Background.
  • Two (Three) 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.
About CUSO Financial Services, LP:

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.

We pride ourselves on delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being.

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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