Financial Advisor

Company: Atria Wealth Solutions
Location: Salt Lake City
Posted on: May 26, 2023

Job Description:

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 -Salt Lake City, 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 preferredWe 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 -.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.EOEPowered by JazzHR

Keywords: Atria Wealth Solutions, Salt Lake City , Financial Advisor, Accounting, Auditing , Salt Lake City, Utah