Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Join a Winning Team!
Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas.
Established in 1954, First Heritage Federal Credit Union has over $640 million in assets and serves more than 43,000 members. First Heritage has the ability to serve all people who live, work, worship, attend school or maintain a business or other legal entity in Chemung or Steuben Counties, New York and Tioga County, Pennsylvania, as well as their immediate family members.
In this role, the successful candidate’s key responsibilities will include working with registered representatives in assigning the servicing and transitioning a portion of the 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.
The ideal candidate is someone looking to partner with a seasoned financial advisor and develop their necessary skills, ultimately to grow and develop into a Financial Advisor with a book of business and defined branch territory within 2-4 years.
Responsibilities
Requirements
Qualifications
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, 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.
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