Wealth Management Professional

3 days ago


Fort Worth, Texas, United States Atria Wealth Solutions Full time
Job Title: Wealth Management Professional

About the Role:
Atria Wealth Solutions is seeking a seasoned Wealth Management Professional to join our team. As a key member of our organization, you will play a crucial role in providing comprehensive wealth management services to our clients in the Fort Worth, TX area.

Estimated Salary: $100,000 - $150,000 per year based on experience.

About Us:
CUSO Financial Services, L.P. (CFS) is a leading provider of full-service financial planning and investment advice to credit unions and their members. With a stable 25-year track record, we pride ourselves on delivering easy, affordable, and efficient financial solutions to boost the credit union's financial well-being.

Your Responsibilities:
As a Wealth Management Professional, your primary responsibilities will include developing an investment strategy to implement, staying current with market conditions, and attending training sessions to stay updated on investment products and services offered. You will also be responsible for driving investment and program integration initiatives with credit union and/or assigned bank program.

Required Qualifications:
* 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 the Location:
The position is located in Fort Worth, TX, and requires regular meetings with clients and colleagues. We offer a competitive salary, excellent benefits package, and opportunities for professional growth and development.

How to Apply:
If you are a motivated and results-driven individual looking for a challenging and rewarding career opportunity, please submit your resume and cover letter for consideration.

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