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Financial Advisor at Atria Wealth Solutions
Pittsburgh, United States
Job Descrption
Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and growing rapidly.
Clearview is here to help you become financially empowered. We believe that by providing you with the right resources and support, we can help you take advantage of all of life’s opportunities. When you succeed, we all succeed.
Our commitment is to create an inclusive and thriving community where financial growth and prosperity are accessible to everyone. When you choose Clearview, you're not just a member; you're part of a movement toward a brighter financial future — for yourself and for everyone around you.
Mission
Meet our neighbors where they are and provide them personalized tools and guidance that will set them up for financial success now and into the future.
Vision
A financially empowered community able to capitalize on a wealth of possibilities that lead to growth and prosperity for everyone.
Purpose
To treat our members like neighbors by empowering them financially so that they can create a foundation for a better life.
Values
- Advocacy: We champion our people and community with a genuine desire to make an impact in our neighbors’ lives.
- People over profits: We prioritize relationships and strive to create an organization that people can connect with so we can meet each individual neighbor where they are in life.
- Empathy: We meet people where they are and take time to understand their lifestyles to help them through their everyday challenges.
- Advancement: We listen to and value member feedback to find the root of any problems and grow from our mistakes.
- Reliability: Our words match our actions. We follow through on the promises we make.
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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