Financial Planner

4 weeks ago


Fort Worth, Texas, United States Atria Wealth Solutions Full time
Job Overview

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

Key Responsibilities:
  • Identify and evaluate customer needs for financial services, assess objectives and goals, and develop an investment strategy to implement.
  • Stay current on market conditions, educate clients on financial and investment vehicles, and attend training sessions to stay up-to-date on investment products and services.
  • Drive investment and program integration initiatives with credit unions and assigned banks, provide regular feedback to branch employees and credit union executives, and work with Financial Center Managers to identify cross-sell opportunities.
  • Service and perform periodic reviews of existing client accounts, meet with clients to review and update client needs, and ensure investment objectives and goals are progressing according to plan.
  • Remain visible to the public to meet and retain potential new clients, conduct client workshops and seminars on various topics, and promote the investment program to internal partners and an external network.
Requirements:
  • Active Series 7, 63/65 (or 66) licenses, Life, Accident & Health licenses, and a clean U-4 and Background.
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union.
  • Excellent communication skills, both verbal and written, necessary to provide exceptional service to all members/clients and promote the investment program.
  • 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.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA 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.


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