Financial Advisor

Atria Wealth Solutions · Other US Location

Company

Atria Wealth Solutions

Location

Other US Location

Type

Full Time

Job Description

Join a Winning Team!
CUSO Financial Services, L. P. is seeking a Licensed Financial Advisor in the Leavenworth, KS area.
When you join CFS and Frontier Credit Union, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology


CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-year 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 get there. We are led by visionary financial services leaders who see farther. 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!
Frontier Community Credit Union serving personnel at Fort Leavenworth and their families, was chartered on April 6, 1954. Over the next 50 years, the credit union moved and added offices, increased staff, expanded hours of operation, products and services – all while growing to more than $175 million in assets. To learn more about Frontier community Credit Union, visit www.frontierccu.org. 
Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance 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
  • Certified Financial Planner (CFP) designation preferred


EOE
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.
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 7
 

Apply Now

Date Posted

08/22/2024

Views

0

Back to Job Listings Add To Job List Company Profile View Company Reviews
Positive
Subjectivity Score: 0.8

Similar Jobs

Software Architecture Engineering and Cloud Computing Engineer - The Aerospace Corporation

Views in the last 30 days - 0

The Aerospace Corporation is seeking a Senior Project Engineer with expertise in software architecture engineering and cloud computing The role involv...

View Details

Software Engineering Manager - Cargill

Views in the last 30 days - 0

The Software Engineering Manager job involves setting goals for a team responsible for software project development and delivery ensuring quality stan...

View Details

Sales Development Representative - UK (Remote) - Dscout

Views in the last 30 days - 0

Dscout is a company that specializes in experience research solutions helping innovative companies like Salesforce Sonos Groupon and Best Buy to build...

View Details

Intern People Experience - Personio

Views in the last 30 days - 0

Personio is an HR platform that simplifies complex tasks for small and mediumsized organizations With a team of over 1800 employees across Europe and ...

View Details

Senior Finance Business Partner (d/f/m) - Personio

Views in the last 30 days - 0

Personio an intelligent HR platform is seeking a Senior Manager for FPA to lead financial planning and analysis for key departments The ideal candidat...

View Details

Senior Lead, Talent Acquisition - Sales (Relocation to Munich) (d/f/m) - Personio

Views in the last 30 days - 0

Personio a leading HR platform is seeking a Senior Lead Talent Acquisition professional to drive growth in the Revenue and Success functions across Eu...

View Details