Financial Services Representative

2 days ago


Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time
Job Opportunity

Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Philadelphia, PA area.

Key Responsibilities
  • Identify and evaluate customer needs for financial services, develop an investment strategy, and implement it.
  • Stay current on market conditions, educate clients on financial and investment vehicles, and provide ongoing training and coaching to staff.
  • Drive investment and program integration initiatives, engage with branch staff, and provide regular feedback on sales practices and business development initiatives.
  • Service and review existing client accounts, meet with clients periodically to review and update client needs, and conduct client workshops/seminars on various topics.
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 communications skills, both verbal and written, necessary to provide exceptional service to all members/clients.
  • Experience with working with a broker-dealer technology, CRM, and electronic order entry systems.
About CUSO Financial Services

CUSO Financial Services, L.P. (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.



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