Financial Advisor
Company: Atria Wealth Solutions, Inc.
Location: Oxnard
Posted on: March 19, 2023
Job Description:
Join a Winning Team!Ventura County Credit Union is seeking a
Licensed Financial Advisor to provide retirement and investment
services to its member base in the Oxnard, CA area.Established in
1950, Ventura County Credit Union has over $900 million in assets
and more than 77,000 members. Ventura County Credit Union takes
pride in helping their members reach their financial goals and
achieve financial well-being.To learn more, visit -When you join
Ventura County Credit Union and CFS, you enjoy numerous
benefits:
- Warm leads: -Partner with branch staff and enjoy warm leads,
referrals, and already-established credibility within your local
community
- Large opportunity: -Easily tap into the credit union's member
base to find new clients
- No proprietary products: -Recommend and sell whatever products
best meet your clients' needs
- Built for you: we help you grow your business by combining
accessible, responsive leadership with advisor-centric tools and
technologyCFS (Member -/) is a broker-dealer and RIA with a stable,
22-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. - -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.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
- Excellent communications skills, both verbal and written,
necessary to provide exceptional service to all members/clients and
enthusiastically promote the investment program
-EOE**Representatives are employed by Ventura County Credit Union
and registered through CFS (Member -/). To learn more about CUSO
Financial Services, L.P. visit -.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, Inc., Oxnard , Financial Advisor, Accounting, Auditing , Oxnard, California
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