Financial Services Professional

4 weeks ago


San Jose, California, United States Atria Wealth Solutions Full time

We are seeking a skilled Financial Advisor Associate to provide retirement and investment services to our members in the South Bay and Peninsula area branches.

This is an excellent opportunity to partner with an experienced Financial Advisor who will mentor you to grow your book of business.

The successful candidate will be responsible for working with registered representatives in assigning the servicing and transitioning of client accounts, conducting regular reviews with assigned clients to monitor progress toward their goals, and serving as the broker of record for select member client accounts.

Key responsibilities will include providing investment advice to current and prospective clients to help them achieve their financial goals, recommending suitable financial products and services depending on each client's particular financial status and objectives, and educating clients regarding the risks, advantages, and disadvantages of different products and services available to them.

The Financial Advisor Associate will also partner closely with the credit union branch manager to create a plan to educate members and provide coaching and sales support to credit union employees, and effectively work with back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction.

Service branch referrals for members with investment needs will also be a key responsibility.

We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Exceptional Medical, Dental, Vision, and Life Insurance benefits are also included.

We also offer Tuition reimbursement, Employee Assistance Program, PTO for part-time and full-time positions, Paid holidays, and On-the-job training and skills development.

Representatives are employed by Patelco Credit Union and registered through CFS (Member FINRA / SIPC ).

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.

We are led by visionary financial services leaders who see farther.

Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.



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