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Financial Advisor

Employer
Atria Wealth Solutions
Location
Sacramento, California, United States
Closing date
Feb 23, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Advisor - Northern California/Washington

Salary Range: $115,000.00 To 125,000.00 Annually

** Candidates must reside in Northern California or Washington and be available to travel to meet members at branches or local fire stations. **

For over 87 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with $2.0B in assets, we serve over 50,000 members in more than 700 fire departments.

We have an immediate opening for a Financial Advisor (Private Client Banker) to join our team! This is a remote (work from home) position.

The Financial Advisor is responsible for consulting with members and providing individually tailored investment advice, financial plans, and portfolio management in line with members' goals. They also meet with potential new members to develop investment relationships and periodically meet with established members to review goals, investments, and performance of investments. Finally, the Financial Advisor warm transfers members to the appropriate departments for banking needs to ensure they get the best member experience possible. Overall, the person is responsible for managing members' investment portfolios to achieve financial goals.

Primary Responsibilities:

  • Establishing and maintaining member investment relationships which includes making warm calls to members, potential members, and employee groups, following up with leads, establishing new accounts, and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
  • Engaging with members on a consistent basis to develop and manage a detailed and accurate financial plan that is in the members' best interest.
  • Assessing members' financial situation, including savings, investments, insurance, taxes, retirement, and estate planning in a consultative member.
  • Traveling up to 80% of the time or as needed to visit fire stations and unions, attend community events, attend meetings, conferences, training, or other work-related events.
  • Analyzing and managing the performance of members' investment portfolios.
  • Recommending additional FFCU products and services when there is a benefit to the member.
  • Delivering, hosting, or participating in educational and marketing activities to increase awareness of FFCU's investment services.


Basic Qualifications:
  • Education: Bachelor's degree in Finance, Business, Economics, or a related field.
  • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
  • Must have a valid state driver's license.
  • Minimum 3 years' experience selling investment and insurance products.
  • Experience preparing detailed financial strategies and plans, including tax strategies.


Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at

*Representatives are employed by Firefighters First Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit .

CFS (Member /) 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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