Financial Advisor

at  Atria Wealth Solutions

CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in an in-house capacity and serve as a centralized resource to America First Credit Union.

• Focus on sales and service of existing house accounts and assigned accounts from outside representatives and programs.
• Works remotely with clients utilizing all of firm’s remote delivery tools.
• Partner with remote delivery credit unions.
• Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a financial plan which may include an investment strategy to implement.
• Utilizes the CFS/SPF sales process and financial planning tools to collect and analyze client financial information.
• Advises customers regarding the advantages and disadvantages of different financial products.
• Services and performs periodic reviews of existing client accounts and meets remotely with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan.
• 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 of particular investments.
• Conducts regular web-based client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
• Brings about the purchase or sale of financial product including executing the actual transactions that result from their financial advice. Follows through on the sales goals set forth by the Investment Program. Meets activity and production goals as outlined in Letter of Expectation.
• Develops/updates business plan with Program Manager.
• Identifies and develops relationships with Wholesalers