- Atria Wealth Solutions (Winston Salem, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking an Associate Program Manager to join their team in the Winston Salem area. ABOUT ... want to work for an organization that has its community 's best interests at heart? We do, too. That's...key metrics for assigned Financial Advisors, including closing ratio, sales activities, branch engagement, product mix, invested dollars, and… more
- Atria Wealth Solutions (Greenville, SC)
- …financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of ... with other key local people in the Credit Union's community , ie attends/participates in staff meetings and other Credit...with established outreach and productivity goals. + Follows the sales process and procedures as established through the TFA… more
- Atria Wealth Solutions (Galveston, TX)
- …non-members, and UFCU employees with financial and retirement planning services. The Associate Financial Advisor will provide investment advice by drawing upon a ... and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving… more
- Atria Wealth Solutions (Greensboro, NC)
- …and members along with other key local people in the Credit Union's community , ie, attends/participates in staff meetings and other Credit Union staff functions, ... efforts in alignment with established outreach and productivity goals. + Follows the sales process and procedures as established through the TFA program. + Follows… more