- Atria Wealth Solutions (Raleigh, NC)
- …(CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As ... Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that… more
- Atria Wealth Solutions (Lunenburg, MA)
- …as requested. Knowledge/Skills/Experience Requirements: + Three years employment experience in a sales function selling financial products and services at a financial ... institution; current FINRA Series 6, 63, and 65 licenses required, Series 7 and 66 preferred; MA certified life insurance license; excellent interpersonal, organizational skills. Must maintain required federal and state law continuing education requirements.… more
- Atria Wealth Solutions (Lunenburg, MA)
- …as requested. Knowledge/Skills/Experience Requirements: + Minimum of two years of administrative office experience in a financial service or sales environment. Solid ... Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking an Investment Solutions Associate to join their team in the Lunenburg, MA area. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve… more
- Atria Wealth Solutions (Williston, VT)
- …may include: + Possesses solid product knowledge of financial products and services + Responsible for making outbound calls to warm leads to schedule appointments + ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the Williston, VT area. New England Federal Credit Union (NEFCU) is a member-owned financial institution… more
- Atria Wealth Solutions (Los Angeles, CA)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. Los Angeles Police Federal Credit Union (LAPFCU)… more
- Atria Wealth Solutions (Philadelphia, PA)
- …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… more
- Atria Wealth Solutions (Plano, TX)
- …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… more
- Atria Wealth Solutions (League City, TX)
- …Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement planning ... services. The Associate Financial Advisor will provide investment advice by drawing upon a limited range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of… more
- Atria Wealth Solutions (Marion, IN)
- …Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales experience in the financial services ... industry, preferably in a bank or credit union. + Technical knowledge about various insurance and investment vehicles with regards to tax implications + Knowledge of Social Security, Medicare, and Medicaid Computer Skills: + Word and Excel + Computer literate… more
- Atria Wealth Solutions (Carthage, NY)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... Northern Financial Services, located at Northern Credit Union is growing! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Northern Credit Union in the Carthage, Lowville, and other North Country NY… more
- Atria Wealth Solutions (Cincinnati, OH)
- …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… more
- Atria Wealth Solutions (Allentown, PA)
- …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… more
- Atria Wealth Solutions (Cincinnati, OH)
- …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… more
- Atria Wealth Solutions (Cambridge, MA)
- …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… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... Through its relationship with CUSO Financial Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and insurance services to its members in Pembroke Pines, FL, and the surrounding areas.… more
- Atria Wealth Solutions (Richmond, VA)
- …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… more
- Atria Wealth Solutions (King, NC)
- …- Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be ... Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe… more
- Atria Wealth Solutions (Fort Worth, TX)
- …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… more
- Atria Wealth Solutions (Corning, NY)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas. Established in… more
- Amazon (Seattle, WA)
- …We serve world-class customers such as Disney, Wynn Resorts, Hard Rock Hotels, Atria Senior Living, Spanish Red Cross, Japan Post, and BayCare Hospitals. Our ... products have been featured in publications such as CNET and Forbes and Amazon has celebrated our progress in its quarterly earnings highlights. Customers have told us: 'You have saved lives' and 'helped our residents connect with their families. Basic… more
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