Financial Advisor
Company: Atria Wealth Solutions
Location: Cambridge
Posted on: March 17, 2023
Job Description:
Join a Winning Team and Impact People's Lives! -CUSO Financial
Services, LP (CFS) is seeking a Financial Advisor to provide
investment services for members of Harvard University Employees
Credit Union in the Cambridge, MA area. - Harvard University
Employees Credit Union aspires to be a trusted partner in our
members' financial lives. We add value to membership by offering
the best possible price, the highest quality personal service, and
sincere, sound advice.The Credit Union, which has grown to over $1
billion in assets and more than 52,000 members, seeks to be known
as a community leader and to deepen its long-standing commitment to
housing issues, green initiatives, financial literacy, and access
to credit for low and moderate-income borrowers.The Credit Union
works toward transformational growth and change without
relinquishing the core values we hold today. We are a
not-for-profit cooperative which exists solely for the best
interest of our members. We value integrity and responsibility in
all of our actions. We strive to enhance our communities and create
solutions for social, environmental and economic issues.By
partnering with CUSO Financial Services, LP (CFS), the credit union
and dedicated Financial Advisor have access to the best of both
worlds, a regionally focused financial institution with an engaged
member base complemented by large scale broker-dealer with
nationwide scope. - Your in-depth knowledge of financial planning
and investments, in addition to your client-centric service
philosophy, will allow you to coordinate, communicate, advise, and
execute plans for credit union Member's long term financial needs.
Covering specified branches, Financial Advisors can partner with
branch staff to identify those Members in need of help. Your
individual focus on your clients and their needs for financial
products and services will be conducted at the highest level of
integrity and genuine care for your clients' financial success. -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.)
-Required Qualifications:
- 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 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 -Desired Qualifications
- Undergraduate Degree in Business, Finance, or related
field
- Certified Financial Planner (CFP) designationExperience
delivering high quality service in all interactions with clients,
prospective clients, and staff within a financial institution
environmentAn advanced level of performance and work ethic
requiring minimum supervision -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.
EOE**Representatives are employed by and registered through CFS
(Member /). - To learn more about CUSO Financial Services, LP visit
. -Powered by JazzHR
Keywords: Atria Wealth Solutions, Cambridge , Financial Advisor, Accounting, Auditing , Cambridge, Massachusetts
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