Financial Advisor
Atria Wealth Solutions Dayton, TX
Atria Wealth Solutions Dayton, TX
6 days ago
See who Atria Wealth Solutions has hired for this role
Atria Wealth Solutions Dayton, TX
6 days ago
See who Atria Wealth Solutions has hired for this role
- Report this job
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area. Rave Financial was chartered July 30, 1935, as Magnolia Employees Beaumont Texas Federal Credit Union. It was one of the first federal credit unions in Jefferson County. By year-end 1935, the new credit union had 700 members, assets of $10,000 and the potential for over 5,000 members from its sponsor group, Magnolia Beaumont Refinery. In 1959, the credit union changed its name to Mobiloil Federal Credit Union and again to Rave Financial in 2023.Rave Financial is now a community charter and currently has more than 75,000 members and assets exceeding $1 Billion. As a Financial Advisor your responsibilities include, but are not limited to, the following: Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager. Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices, and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives, and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative. Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Required Qualifications: Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health 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 Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop Commitment to supporting, and contributing to, a team-oriented culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment An advanced level of performance and work ethic requiring minimum supervision EOE **Representatives are employed and registered through CFS (Member FINRA / SIPC ). To learn more about CUSO Financial Services, LP visit www.cusonet.com . CFS (Member FINRA / SIPC ) 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 country. Powered by JazzHR
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Aviation and Aerospace Component Manufacturing
Referrals increase your chances of interviewing at Atria Wealth Solutions by 2x
See who you know
Get notified about new Financial Advisor jobs in Dayton, TX.
Sign in to create job alert
Similar jobs
-
Financial Advisor
Financial Advisor
Atria Wealth Solutions
Dayton, TX
-
Financial Advisor - Huffman, TX - Market 24, Region 024
Financial Advisor - Huffman, TX - Market 24, Region 024
Edward Jones
Huffman, TX
-
Financial Advisor - career shift opportunity
Financial Advisor - career shift opportunity
Edward Jones
New Caney, TX
-
Wealth Management Advisor - Baytown, TX
Wealth Management Advisor - Baytown, TX
LPL Financial
Baytown, TX
-
Financial Advisor - Humble, TX - Market 24, Region 024
Financial Advisor - Humble, TX - Market 24, Region 024
Edward Jones
Humble, TX
-
Merrill Financial Solutions Advisor-Greater Houston Market
Merrill Financial Solutions Advisor-Greater Houston Market
Bank of America
Houston, TX
-
Chief Operations Officer
Chief Operations Officer
SPLENDORA INDEPENDENT SCHOOL DISTRICT
Splendora, TX
-
Service Advisor - Retail
Service Advisor - Retail
B-Sew Inn
Humble, TX
-
Senior Financial Analyst
Senior Financial Analyst
Humble, TX
People also viewed
-
Financial Analyst - Hybrid - Remote | WFH
Financial Analyst - Hybrid - Remote | WFH
Get It Recruit - Finance
Highlands, TX
-
Financial Analyst
Financial Analyst
Jobot
Humble, TX $80,000.00 - $105,000.00
-
Financial Analyst
Financial Analyst
Southwest Shipyard, LP
Channelview, TX
-
Sr. Financial Analyst
Sr. Financial Analyst
Webrecruit
Humble, TX
Similar Searches
- Equity Derivatives Broker jobs 1,401 open jobs
- Personal Financial Advisor jobs 33,180 open jobs
- Independent Financial Advisor jobs 12,894 open jobs
- Senior Financial Advisor jobs 20,181 open jobs
- Client Solutions Executive jobs 53,982 open jobs
- Credit Consultant jobs 996 open jobs
- Adjunct Associate Professor jobs 8,348 open jobs
- Associate Financial Advisor jobs 19,265 open jobs
- Associate Managing Director jobs 7,815 open jobs
- Financial Planner jobs 30,436 open jobs
- Financial Consultant jobs 58,706 open jobs
- Client Portfolio Manager jobs 6,992 open jobs
- Financial Analyst Treasury jobs 8,791 open jobs
- Credit Advisor jobs 12,435 open jobs
- Associate Financial Planner jobs 33,467 open jobs
- Mortgage Advisor jobs 8,107 open jobs
- Financial Planning Consultant jobs 22,034 open jobs
- Career Management Consultant jobs 3,157 open jobs
- Private Banker jobs 27,264 open jobs
- Legal Research Assistant jobs 3,943 open jobs
- Information Assurance Specialist jobs 12,373 open jobs
- Commercial Real Estate Advisor jobs 577 open jobs
- Senior Investment Advisor jobs 3,039 open jobs
- Private Banking Analyst jobs 13,744 open jobs
- Property Assistant jobs 54,191 open jobs
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More