Financial Advisor
Company: Atria Wealth Solutions
Location: Sacramento
Posted on: March 19, 2023
Job Description:
Firefighters First Federal Credit Union is growing, and we have
an immediate opening for a -Financial Advisor -to join our team!
This is a remote (work from home) position with the Financial
Advisor ideally located in either Sacramento, CA -or Seattle, WA
-to service members in those locations and travel periodically to
service various locations in the Western United States.For over 86
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 $2.0B in assets, we serve over fifty thousand members
in more than seven hundred fire departments. -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.Must have a valid
state driver's licenseMinimum 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 - -Representatives are
employed by Firefighters First Federal Credit Union and registered
through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS
is a broker/dealer and RIA with a stable track record of serving
the investment needs of credit unions and their members. To learn
more about CFS, please visit -. -CFS (Member /) 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
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Keywords: Atria Wealth Solutions, Sacramento , Financial Advisor, Accounting, Auditing , Sacramento, California
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