Financial Advisor

Company: Atria Wealth Solutions
Location: Long Beach
Posted on: June 24, 2022

Job Description:

Join a Winning Team at ILWU Credit Union!CUSO Financial Services, L. P. is seeking a Financial Advisor to provide investment services for members of ILWU Credit Union in the Long Beach, CA area.When you join CFS at ILWU CU, you will enjoy numerous benefits:

• Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility with credit union members.
• Large opportunity: Easily attract new clients within the union's brotherhood and sisterhood with top-down support and marketing initiatives.
• No proprietary products: Freedom to recommend the appropriate solutions to serve your clients' financial needs.
• Built for you: We help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology.ILWU Credit Union was founded in 1954 by Local 13 members Benny McDonald, Pete Moore, and Tony Arriaga. The Credit Union was founded as a financial cooperative to provide financial solutions to longshoremen and their family members.The Credit Union has enjoyed a good relationship with the I.L.W.U. over the years by sharing the same goal to improve the lives of the American worker. The strength of the I.L.W.U. has allowed ILWU Credit Union to grow steadily over the years.On September 1, 2019, ILWU Credit Union became a federally chartered credit union. Members of Local 142 Longshore Division became eligible to join ILWU Federal Credit Union, adding brothers and sisters in Hawaii into the Field of Membership.ILWU Federal Credit Union supports Union brothers and sisters by now offering investment services to meet the high demand for financial planning and access to investment and insurance solutions. Together, they're building an organization that is making a difference for I.L.W.U. Members and their families. Visit https://www.ilwucu.org/ILWU Federal Credit Union has over 24,000 members and $427 million in assets.CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS (Member FINRA/SIPC) is a broker/dealer and RIA with a stable, 25-year 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 get there. We are led by visionary financial services leaders who see farther. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
  • CFS Offer a very broad product platform that allows advisors to customize portfolios to their clients' specific financial needs.
  • We offer access to Money Guide Pro Elite which is one of the industry's best financial planning software.
  • CFS offers medical, dental and vision coverage along with a 401k retirement account and many other benefits.Requirements
    • Licenses and Registrations: FINRA Series 7, 63 & 65 (or 66). Life, Accident, Health & Insurance licenses.
    • Clean U-4 and background
    • 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 the credit union.
    • Experience working with or within a union organization a plus.
    • College Degree preferredEOE
      • Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7, Series 6

Keywords: Atria Wealth Solutions, Long Beach , Financial Advisor, Accounting, Auditing , Long Beach, California