Financial Advisor

Company: Atria Wealth Solutions
Location: Marietta
Posted on: June 24, 2022

Job Description:

Job DescriptionJoin a Well-Established Investment Team at LGE Community Credit UnionJoin a great Top Workplace team!How would you like to work for a great company that offers career growth and values your skills and experience? For the seventh year in a row, LGE Community Credit Union has been recognized by The Atlanta Journal-Constitution as a Top Workplace (2013-2019).Established in 1951, LGE Community Credit Union has over $1.7 Billion in assets and approximately 123,000 members serving all residents of Cobb, Paulding, Cherokee, and Fulton counties. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships. This position is an addition to staff, and the credit union is looking for the right person to help build on the success of their well-established investment program. To learn more about LGE Community CU, visit www.lgeccu.org.LGE Community Credit Union's investment area, LGE Investment & Retirement Services*, is growing and has a Financial Advisor opportunity available in the Marietta, GA area. LGE Investment & Retirement Services has a relationship with CUSO Financial Services, L.P. ("CFS")** to license, register, and supervise the investment activity and act as the broker-dealer.Why should you consider joining LGE as a Financial Advisor?

• You receive frequent investment and insurance referrals from the LGE branches in your territory
• You have full access to market directly to and call on LGE members to introduce your planning, investment and insurance solutions
• You will have the opportunity to manage an existing book of business
• You have access to excellent technology, products and operational support through our broker-dealer, CFSCUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 25 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members.Qualified candidates must have:
  • Licenses and Registrations: NASD/FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.
  • Clean U-4
  • Two+ years of sales experience in the financial services industry, preferably in a bank or credit union
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
  • College Degree preferredWe offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow's technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P. or to see other opportunities available, go to www.cusonet.com.EOEPowered by JazzHRdaPnYXMQ6V

Keywords: Atria Wealth Solutions, Marietta , Financial Advisor, Accounting, Auditing , Marietta, Georgia