What are the responsibilities and job description for the Licensed Financial Advisor at Day Air Credit Union position at Atria Wealth Solutions?
Are you are looking for a financial advisor opportunity where you will be actively supported by the credit union and the broker-dealer?
At Day Air Credit Union we put people before profits. That means focusing on members’ financial well-being. Financial advice and planning are an integral part of this philosophy. That is why we have partnered with CUSO Financial Services, L. P. (CFS) since 2008.
Would you like a book of business to work with right away?
The program has grown rapidly and we need to add a financial advisor to meet the current demand. You can talk with the program manager about the specifics of AUM and number of members available to the new advisor.
Would it be interesting to work with a broker-dealer who is committed to providing great technology to your business?
CFS and its holding company, Atria Wealth Solutions, have won the BISA Technology Innovation Award for nine consecutive years! We have won awards for everything from mobile scanning to business texting to our advisor platform to business planning. We strive to make it easy for you to do business.
Don’t want to apply until you hear more? Call me.
Rick Berta, Program Manager (231) 218-1788.
In the meantime, here are some details about Day Air Credit Union and CFS.
With assets over $640 million, and over 48,000 members, Day Air Credit Union continues to strive to help each individual member meet their personal financial goals. We want our community and our members to think of their credit union first for all their financial needs. To learn more, visit us at https://www.dayair.org.
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 deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there. We are led by visionary financial services leaders who see farther. We are ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!
Desired Qualifications:
- Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance 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
- Certified Financial Planner (CFP) designation preferred but not required
EOE
**Representatives are registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.
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