Financial Services Professional

6 hours ago


Los Angeles, California, United States Atria Wealth Solutions Full time
Job Title: Financial Advisor

CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area.

Job Summary:

As a Financial Advisor, your responsibilities will include:

  • Evaluating customer needs for financial services and developing investment strategies to implement.
  • Staying current on market conditions and educating clients on financial and investment vehicles.
  • Driving investment and program integration initiatives with credit unions and banks.
  • Providing regular feedback to branch employees and credit union executives on sales practices and business development initiatives.
  • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs.
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 (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.



  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OpportunityFinancial Advisor AssociateWe are seeking a highly motivated and licensed financial advisor to join our team at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA.About UsOur company is a family-owned financial services firm that values education, learning, and building long-term relationships with our clients. We are...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OverviewWe are a family-owned financial services firm that deeply cares about our clients. Our core values drive the success of our practice, and we always prioritize what's best for our clients.Key Responsibilities:Provide licensed financial advice to clients, focusing on closing deals and building long-term relationships.Develop and implement...


  • Los Angeles, California, United States 49 Financial Full time

    Financial Advisor RoleAt 49 Financial, we're dedicated to fostering the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates across nine offices nationwide, embodying our motto, "Two are Better than One," in every aspect of our work. We thrive in a collaborative, team-based environment that enables...


  • Los Angeles, California, United States Equitable Advisors LLC Full time

    Financial Services Career Opportunity **About Equitable Advisors LLC** With a rich history dating back to 1859, Equitable Advisors LLC is a leading firm in the financial services and insurance industry. Our mission is to empower individuals to build fulfilling futures through our stability, innovative solutions, and commitment to our clients. **Job...


  • Los Angeles, California, United States Equitable Advisors LLC Full time

    Financial Professional OpportunityAt Equitable Advisors LLC, we are seeking a results-driven and highly motivated individual to join our team as a Financial Professional. This role offers a unique opportunity to build a successful career in the financial services industry.Key Responsibilities:Analyze financial information to determine strategies and...


  • Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to empowering individuals to achieve their financial goals. As a Financial Advisor, you'll play a vital role in helping clients navigate the complexities of financial planning and investment management.The OpportunityBuild and maintain strong relationships with clients,...


  • Los Angeles, California, United States Manhattan West Enterprise Company, LLC Full time

    Job SummaryManhattan West Enterprise Company, LLC is seeking a highly motivated and experienced Financial Advisor to join our Private Wealth team. As a key member of our team, you will be responsible for developing and managing new client relationships, providing expert financial planning advice, and contributing to the overall success and growth of the...


  • Los Angeles, California, United States Global Financial Impact Full time

    Job OverviewWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Global Financial Impact. As a key member of our organization, you will play a crucial role in expanding our book of business by selling various types of insurance policies to new and existing clients.Key Responsibilities:Sales and Business...


  • Los Angeles, California, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorCUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area.Job Summary:As a Financial Advisor, your responsibilities will include:Identifying and evaluating customer needs for...


  • Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and...


  • Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time

    Job Description**About the Role**We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Global Financial Impact. As a key member of our organization, you will play a critical role in helping our clients and business partners achieve their financial goals.Key Responsibilities:Obtain and maintain professional...


  • Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAre you looking for a career that offers impact, income, and independence? As a Financial Advisor with Northwestern Mutual, you'll have the opportunity to build a successful practice and help clients achieve their financial goals.What We Offer:Impact: Help clients live life to the fullest by implementing financial...


  • Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...


  • Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAre you looking for a career that offers impact, income, and independence? Do you want to help individuals and families achieve their financial goals while building a successful business? As a Financial Advisor with Northwestern Mutual, you'll have the opportunity to make a meaningful difference in people's lives...


  • Los Angeles, California, United States Westlake Financial Services Full time

    Job Summary:The Senior Financial Analyst will report to the Corporate Accounting Manager at Westlake Financial Services. This role is responsible for preparing financial reports, performing account reconciliations, maintaining the general ledger, and assisting with audit preparations.Key Responsibilities:Prepare financial journal entries and reports for...


  • Los Angeles, California, United States Itechpost Full time

    Job Summary:We are seeking a highly skilled and motivated Associate Financial Services Representative to join our team at Itechpost. As an Associate Financial Services Representative, you will play a key role in delivering exceptional customer service and financial expertise to our clients.Key Responsibilities:Customer Service: Provide top-notch customer...


  • Los Angeles, California, United States CohnReznick Full time

    About CohnReznickCohnReznick is a leading professional services firm that provides audit, tax, and consulting services to a wide range of clients. Our firm is committed to delivering exceptional client service and building long-term relationships with our clients.About the RoleWe are seeking a highly skilled Tax Senior Associate to join our Financial...


  • Los Angeles, California, United States Manhattan West Enterprise Company, LLC Full time

    Job OpportunityManhattan West Enterprise Company, LLC is seeking a highly skilled Financial Advisor to join our Private Wealth team. This is an excellent opportunity to work with a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes.The Financial Advisor will be a key member of our team and...


  • Los Angeles, California, United States First Financial Credit Union Full time

    Member Service Representative Position at First Financial Credit UnionWe are seeking a highly motivated and customer-focused individual to join our team as a Member Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our members, answering their questions, and helping them achieve their financial...


  • Los Angeles, California, United States First Financial Credit Union Full time

    Member Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at First Financial Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting our products and services, and contributing to the overall success...