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Financial Advisor

Company: Atria Wealth Solutions
Location: Corning
Posted on: March 19, 2023

Job Description:

Join a Winning Team!CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of First Heritage Federal Credit Union as they are growing and adding a Financial Advisor to their award winning team.Established in 1954, First Heritage Federal Credit Union has over $640 -million in assets and serves more than 43,000 members. First Heritage has the ability to serve all people who live, work, worship, attend school or maintain a business or other legal entity in Chemung or Steuben Counties, New York and Tioga County, Pennsylvania, as well as their immediate family members. - And the program won best of the Southern Tier - Financial Services award in 2021.When you join CFS and First Heritage Federal Credit Union, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • Large opportunity: Easily tap into the credit union's member base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients' needs
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 20-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!CFS and First Heritage are seeking a representative who will maintain high standards of investment services to help members achieve their long term goals. We are looking for someone who will take this program to new heights in terms of member service and productivity. To learn more about First Heritage Federal Credit Union, visit - -Desired Qualifications:
    • Licenses and Registrations: FINRA Series 7, 63 (65 or 66 preferred) and Insurance license
    • Clean U-4 and Background
    • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
    • Certified Financial Planner designation preferred (CFP) -EOE**Representatives are employed and registered through CFS (Member -/). To learn more about CUSO Financial Services, LP. visit -.Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7Powered by JazzHR

Keywords: Atria Wealth Solutions, Rochester , Financial Advisor, Accounting, Auditing , Corning, New York

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