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Financial Advisor

Employer
Atria Wealth Solutions
Location
Logan, Utah, United States
Closing date
May 16, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Join a winning team at America First Credit Union!

We are growing and need to add a Licensed Financial Advisor at America First Credit Union in the Ogden, Brigham City and Logan, Utah market!

America First is one of the largest, most stable, and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution since its inception over seven decades ago. America First serves over 1.4 million members with more than $17 Billion in assets. To learn more about America First Credit Union, visit www.americafirst.com.

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. 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. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.

When you join CFS, you enjoy numerous benefits:

Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
Large opportunity: Easily tap into the credit union's member base to find new clients
No proprietary products: Recommend and sell whatever products best meet your clients' needs
Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

Qualified candidates must have:

FINRA Series 7, 63, 65 or 66 and Life, Accident, Health & Insurance licenses
Clean U-4
Certified Financial Planner (CFP) or other professional designations preferred
Two+ years sales experience in the financial services industry, preferably in a bank or credit union
Customer service, communication and presentation skills
An advanced level of performance, requiring minimum supervision
Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
College Degree preferred

We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow's technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

Financial advisors are employed by America First Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

EOE
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