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Atria Wealth Solutions
Seattle, WA, United States
Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline WA area. Sound Credit Union (Sound) was founded in 1940 by 51 telephone workers. Today, Sound is one of Washington States largest credit unions with $2.7 b
Job Source: Atria Wealth SolutionsPure Financial Advisors, LLC
Seattle, WA, United States
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquarte
Job Source: Pure Financial Advisors, LLCEdward Jones
Seattle, WA, United States
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edwar
Job Source: Edward JonesNorthwestern Mutual - Puget Sound
Seattle, WA, United States
Job Description Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills,
Job Source: Northwestern Mutual - Puget SoundParcion Private Wealth
Bellevue, WA, United States
Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play
Job Source: Parcion Private WealthOld Mutual Life Assurance Company (SA) Ltd
Newcastle, WA, United States
Your time is now to be your exceptional best at Old Mutual! Job Description What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families
Job Source: Old Mutual Life Assurance Company (SA) LtdFarther
Seattle, WA, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherBECU
Seattle, WA, United States
Associate Financial Advisor - Seattle page is loaded Associate Financial Advisor - Seattle Apply locations Floating (Washington) Seattle, WA time type Full time posted on Posted 3 Days Ago job requisition id R-09925 As the nation's largest community credit union, we begin every day focused on
Job Source: BECUShoreline, WA, United States
Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline WA area.
Sound Credit Union (Sound) was founded in 1940 by 51 telephone workers. Today, Sound is one of Washington State’s largest credit unions with $2.7 billion in assets, over 135,000 members, and 26 full-service branches located throughout the Puget Sound region. Sound takes pride in making connections with members, employees, and the community and is looking for a Financial Advisor to join the team.
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 by 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.
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Financial Advisor jobs in Shoreline, WA, United States
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