Financial Advisor - Atria Wealth Solutions
Los Angeles, CA
About the Job
CUSO Financial Services, L.P. (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) is a financial institution created by the Los Angeles Police family for the police family. Los Angeles Police Federal Credit Union has proudly served law enforcement employees and their families since 1936. Today, LAPFCU serves over 45,000 members and has more than $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
Required Qualifications:
Desired Qualifications
EOE
**Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
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.
Los Angeles Police Federal Credit Union (LAPFCU) is a financial institution created by the Los Angeles Police family for the police family. Los Angeles Police Federal Credit Union has proudly served law enforcement employees and their families since 1936. Today, LAPFCU serves over 45,000 members and has more than $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/.
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.
EOE
**Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
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.
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Source : Atria Wealth Solutions