Associate Financial Advisor
Company: Atria Wealth Solutions
Location: Daly City
Posted on: June 22, 2022
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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:
Keywords: Atria Wealth Solutions, Daly City , Associate Financial Advisor, Accounting, Auditing , Daly City, California
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