Financial Services Professional

3 weeks ago


Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

Financial Advisor Opportunity

Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Philadelphia, PA 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.
  • Drive investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training).
  • Actively engage assigned branch staff on a regular basis as well as other key areas within the CU.
  • Provide ongoing training and coaching of staff to increase the quality and quantity of member leads to the investment team.
  • 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.

Requirements:

  • 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.
  • Undergraduate Degree in Business, Finance, or related field.
  • Certified Financial Planner (CFP) designation a plus.

About CUSO Financial Services, L.CFS:

CUSO Financial Services, L.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.



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