The Role
The Financial Advisor evaluates customer needs, develops investment strategies, conducts client workshops, and performs periodic account reviews to ensure investment objectives are met.
Summary Generated by Built In
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CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.
EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth area. Our story began in 1934 in the Fort Worth ISD administration building with the formation of a credit union for teachers and administrators. We were first known as the Fort Worth Teachers Credit Union. In 1976 we changed our name to the Educational Employees Credit Union, eventually becoming more simply known as EECU.
We are proud of our heritage of supporting teachers and educators and helping them and their families to sustain and prosper and are proud that we have been able to grow and expand as an organization over the years.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
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. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country.
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.
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
EOE
CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.
EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth area. Our story began in 1934 in the Fort Worth ISD administration building with the formation of a credit union for teachers and administrators. We were first known as the Fort Worth Teachers Credit Union. In 1976 we changed our name to the Educational Employees Credit Union, eventually becoming more simply known as EECU.
We are proud of our heritage of supporting teachers and educators and helping them and their families to sustain and prosper and are proud that we have been able to grow and expand as an organization over the years.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
- Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.
- Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.
- Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.
- Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.
- Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
- 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 you develop
- Commitment to supporting, and contributing to, a team-oriented culture
- 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
- An advanced level of performance and work ethic requiring minimum supervision
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. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country.
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.
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
EOE
Top Skills
Accident Insurance
Health Insurance
Life Insurance
Series 63
Series 65 Or 66
Series 7
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The Company
What We Do
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.
