Financial Services Professional

4 weeks ago


Riverside, California, United States Atria Wealth Solutions Full time
Job Summary

CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to assume responsibility for an existing book of business and provide investment and retirement planning services for its members in the Riverside, CA area.

Key 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 clients about financial and investment vehicles in the market and the 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 and meet with clients periodically to review and update client needs.
  • Remain visible to the public to meet and retain potential new clients for CFS, including 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 (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.


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