What are the responsibilities and job description for the Financial Advisor position at Atria Wealth Solutions?
Through its relationship with CUSO Financial Services, LP (CFS) Firefighters First Federal Credit Union is seeking a Financial Advisor to join their team in the Pasadena, CA area.
Salary Range:
$100,000.00 To $100,000.00 Annually
For over 89 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments.
Currently, we have an immediate opening for a Financial Advisor to join our team! The Financial Advisor is responsible for consulting with members and providing individually tailored investment advice, financial plans, and portfolio management in line with members’ goals. They also meet with potential new members to develop investment relationships and periodically meet with established members to review goals, investments, and performance of investments. Finally, the Financial Advisor warm transfers members to the appropriate departments for banking needs to ensure they get the best member experience possible. Overall, the person is responsible for managing members’ investment portfolios to achieve financial goals.
Primary Responsibilities:
Basic Qualifications:
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.
**Representatives are employed by Workers Credit Union and registered through CFS (Member FINRA/SIPC).
CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-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.
Salary Range:
$100,000.00 To $100,000.00 Annually
For over 89 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments.
Currently, we have an immediate opening for a Financial Advisor to join our team! The Financial Advisor is responsible for consulting with members and providing individually tailored investment advice, financial plans, and portfolio management in line with members’ goals. They also meet with potential new members to develop investment relationships and periodically meet with established members to review goals, investments, and performance of investments. Finally, the Financial Advisor warm transfers members to the appropriate departments for banking needs to ensure they get the best member experience possible. Overall, the person is responsible for managing members’ investment portfolios to achieve financial goals.
Primary Responsibilities:
- Establishing and maintaining member investment relationships which includes making warm calls to members, potential members, and employee groups, following up with leads, establishing new accounts, and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
- Engaging with members on a consistent basis to develop and manage a detailed and accurate financial plan that is in the members’ best interest.
- Assessing members’ financial situation, including savings, investments, insurance, taxes, retirement, and estate planning in a consultative member.
- Analyzing and managing the performance of members’ investment portfolios.
- Recommending additional FFCU products and services when there is a benefit to the member.
- Delivering, hosting, or participating in educational and marketing activities to increase awareness of FFCU’s investment services.
Basic Qualifications:
- Education: Bachelor’s degree in Finance, Business, Economics, or a related field.
- Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
- Certified Financial Planner (CFP) designation is required.
- Must have a valid state driver’s license
- Minimum 3 years’ experience selling investment and insurance products.
- Experience preparing detailed financial strategies and plans, including tax strategies.
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.
**Representatives are employed by Workers Credit Union and registered through CFS (Member FINRA/SIPC).
CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-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.
Salary : $100,000
