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Associate Financial Advisor

Company: Atria Wealth Solutions
Location: Daly City
Posted on: June 22, 2022

Job Description:

Join a Winning Team!Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Daly City, CA and surrounding areas.About Patelco Credit UnionWe're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.OverviewPatelco Credit Union is growing its Investment Team! We are a looking for Financial Advisor Associates (FAA) to provide retirement and investment services for our members to support our various branches. This is an excellent opportunity to become an FAA partnering with an experienced Financial Advisor who will mentor you to grow your book of business. We offer warm leads and salary + Commission.In this role, the successful candidate key responsibilities will include working with registered representatives in assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client's goals, and serving as the broker of record for select member client accounts.This position can be based out of the following branch locations:

  • South Bay - Sunnyvale and surrounding branches
  • Peninsula - San Mateo and surrounding branches
  • San Francisco and Marin - San Francisco and surrounding branches
  • East Bay - Hayward and surrounding branches
  • Sacramento Area - Sacramento and surrounding branches
  • Tri-Valley Area - Dublin and surrounding branchesResponsibilities
    • Provide investment advice to current and prospective clients to help them achieve their financial goals.
    • Recommend suitable financial products and services depending on each client's particular financial status and objectives.
    • Educate clients regarding the risks, advantages and disadvantages of the different products and services available to them to meet their financial goals.
    • Partner closely with the credit union branch manager to create a plan to educate members and provide coaching and sales support to credit union employees.CFS (Member FINRA/SIPC) is a broker-dealer and RIA 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.Qualifications
      • Active FINRA SIE, Series 7, 66 (or 63 and 65) and California Insurance License
      • Financial services industry experience
      • Client-focused
      • An excellent listener with strong communication skills, both verbal and written
      • Competitive natureWe Offer
        • Empowerment, Engagement, and Teamwork.
        • An inspiring career that benefits both you and your community
        • Competitive compensation packages with bonus opportunity
        • Full Medical/Dental/Vision benefits with minimal eligibility waiting period
        • Generous 401(k) with 3% Safe Harbor and 5% employer match
        • Discounts on loan products
        • Tuition Reimbursement
        • Community outreach opportunitiesPatelco Credit Union is an Equal Opportunity Employer: disability/veteranEOE
          • Representatives are employed by Patelco Credit Union and registered through CFS (Member

Keywords: Atria Wealth Solutions, Daly City , Associate Financial Advisor, Accounting, Auditing , Daly City, California

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