Financial Services Consultant

5 days ago


Riverside, California, United States Atria Wealth Solutions Full time
Financial Advisor Opportunity

CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to join our team in the Riverside, CA area. As a Financial Advisor, you will be responsible for providing investment and retirement planning services to our credit union members.

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, analyze financial and investment vehicles, and educate clients on tax and securities consequences.
  • Drive investment and program integration initiatives with credit union programs, including branch personnel training and promoting referral incentives.
  • Service and perform periodic reviews of existing client accounts, meeting with clients to review and update client needs.
  • Remain visible to the public to meet and retain potential new clients, conducting client workshops/seminars on various topics.
Requirements:
  • Active Series 7, 63/65 (or 66) licenses, along with Life, Accident & Health licenses.
  • 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 communications skills, both verbal and written, necessary to provide exceptional service to all members/clients.
Desired Qualifications:
  • Undergraduate Degree in Business, Finance, or related field.
  • Certified Financial Planner (CFP) designation.
  • Experience delivering high-quality service in all interactions with clients, prospective clients, and staff within a financial institution environment.

CFS 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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