Financial Advisor - Atria Wealth Solutions

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) designation
• Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
• An advanced level of performance and work ethic requiring minimum supervision

CFS (Member FINRA/SIPC) 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 FINRA/SIPC).  To learn more about CUSO Financial Services, LP visit www.cusonet.com.

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