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Associate Financial Advisor

Company: Atria Wealth Solutions
Location: Ukiah
Posted on: June 21, 2022

Job Description:

Join a Winning Team!Redwood through its partnership with CUSO Financial Services, L. P. (CFS) is seeking an Associate Financial Advisor to provide retirement and investment services to its member base served out of the Ukiah/Lake County CA areas.Does providing Member-Clients with investment, retirement, and educational planning and advice at a multi-billion dollar local financial institution pique your interest? Wanting to work at a place that refers to "Service" not as a colloquialism, but rather as a daily motto and mission? Look no further: Redwood Credit Union is looking for an Associate Financial Advisor who wants something more!Why should you be interested in becoming part of the team? Well, we've got more awards than we can fit on the shelf, including:

  • Second Healthiest Credit Union in the USA, rated by Glatt Consulting
  • Voted Best Places to Work in the North Bay
  • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
  • World-class employee engagement scores
  • Large Business of the YearRequired SkillsBuilding strong relationships with clients, broker-dealers, internal staff, and other community partners, you will be part of the award winning Wealth Management team.Furthermore, with your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, you will coordinate, communicate, advise, and execute credit union Member's long term financial needs. Covering specified branches, Financial Advisors have the opportunity to partner with branch staff in order to identify those Members in need of help. Your individual focus on your clients and their needs for financial products and services will be conducted at the highest level of integrity and genuine care for your clients' financial success.Required ExperienceAdditionally, the ideal candidate has:
    • A combination of education and experience equivalent to an Associate's degree in a closely related field
    • 4+ years of progressively responsible investment sales experience with a credit union, bank or investment company
    • Licensed for Securities Series 7, 6, 63, 65 and/or 66 and California Life/Health InsuranceTell us why you think you are our new Financial Advisor! We are excited to hear how your skills, experience, and vision contribute to this team!Service - Trust - People - CooperationWe are an Equal Opportunity EmployerThis position is located at 195 S. Orchard Ave, Ukiah, CA.EOE
      • Representatives are employed by Redwood Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7

Keywords: Atria Wealth Solutions, Santa Rosa , Associate Financial Advisor, Accounting, Auditing , Ukiah, California

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