Financial Advisor

1 month ago

Cambridge, Canada Atria Wealth Solutions Full time

Join a Winning Team and Impact People’s Lives

CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area.

Harvard University Employees Credit Union aspires to be a trusted partner in our members’ financial lives. We add value to membership by offering the best possible price, the highest quality personal service, and sincere, sound advice.

The Credit Union, which has grown to over $1 billion in assets and more than 52,000 members, seeks to be known as a community leader and to deepen its long-standing commitment to housing issues, green initiatives, financial literacy, and access to credit for low and moderate-income borrowers.

The Credit Union works toward transformational growth and change without relinquishing the core values we hold today. We are a not-for-profit cooperative which exists solely for the best interest of our members. We value integrity and responsibility in all of our actions. We strive to enhance our communities and create solutions for social, environmental and economic issues.

By partnering with CUSO Financial Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds, a regionally focused financial institution with an engaged member base complemented by large scale broker-dealer with nationwide scope. Your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, will allow you to coordinate, communicate, advise, and execute plans for credit union Member’s long term financial needs. Covering specified branches, Financial Advisors can partner with branch staff 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.

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

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.

EOE

**Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.

#J-18808-Ljbffr

  • Financial Advisor

    1 week ago

    Cambridge, Ontario, Canada Atria Wealth Solutions Full time

    Join a Winning Team and Impact People's LivesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area. Harvard University Employees Credit Union aspires to be a trusted partner in our members' financial lives. We add value to membership...

  • Compensation Specialist

    1 month ago

    Cambridge, Canada Financial Horizons Full time

    As a Compensation Specialist, you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Director, Compensation Services. Our company is DRIVEn (this is not...

  • Compensation Specialist

    1 month ago

    Cambridge, Canada Financial Horizons Full time

    As a Compensation Specialist, you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Director, Compensation Services. Our company is DRIVEn (this is not...

  • Compensation Specialist

    1 month ago

    Cambridge, Canada Financial Horizons Full time

    As a Compensation Specialist, you will work closely with your teammates on the Compensation Services team (a quick note - this is an insurance and finance related team, not HR) to help ensure that the national team meets performance expectations and team objectives. This role reports to the Director, Compensation Services. Our company is DRIVEn (this is not...

  • Banking Advisor/financial Advisor: Waterloo

    2 months ago

    Cambridge, Canada Royal Bank of Canada Full time

    **Job Summary** **We are hiring Advisors for multiple positions located in Waterloo, Kitchener, and Cambridge.** **The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours, and Saturdays) as required.** **What is the opportunity?** As an RBC Financial Advisor, you...

  • Financial Advisor

    3 weeks ago

    Cambridge, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    3 weeks ago

    Cambridge, Canada Cowan Insurance Group Full time

    You’re **innovative and entrepreneurial** — retaining and growing a financial advisory practice, with an unbiased approach to products and solutions, motivates you. You’re a **relationship builder** — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a **problem solver **- offering unique,...

  • Financial Advisor

    4 weeks ago

    Cambridge, Canada Cowan Insurance Group Full time

    You’re a sales-driven **entrepreneur** — proactively getting new clients and business motivates you. You’re a **relationship builder** — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a **problem solver **- offering unique, customized wealth & insurance solutions to meet your clients’ complex...

  • Financial Advisor

    24 hours ago

    Cambridge, Canada Cowan Insurance Group Full time

    You’re a sales-driven **entrepreneur** — proactively getting new clients and business motivates you. You’re a **relationship builder** — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a **problem solver **- offering unique, customized wealth & insurance solutions to meet your clients’ complex...

  • Sr. Claims Advisor, Intact Public Entities

    12 hours ago

    Cambridge, Canada Intact Financial Corporation Full time

    JOB DESCRIPTION Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is...

  • Remote - Life Insurance Sales Advisor - Llqp

    1 week ago

    Cambridge, Canada Neilson Financial Services Full time

    **Life Insurance Sales Advisor** As long as you have a current and active **LLQP License**, we will fully train you on all our products and sales practices and support you with the the required provincial licenses. We have a tried and tested model of selling that can be mastered in a matter of weeks so the key attribute we’re looking for is your...

  • Financial Advisor

    4 weeks ago

    Cambridge, Canada Cowan Insurance Full time

    Full Time Ind. Contributor Hamilton, ON, CA 2 days ago Requisition ID: 1708 Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client...

  • Financial Advisor

    4 weeks ago

    Cambridge, Canada Cowan Insurance Full time

    Full Time Ind. Contributor Hamilton, ON, CA 2 days ago Requisition ID: 1708 Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client...

  • Financial Advisor

    4 weeks ago

    Cambridge, Canada Cowan Insurance Full time

    Full Time Ind. Contributor Hamilton, ON, CA 2 days ago Requisition ID: 1708 Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client...

  • Financial Advisor

    3 weeks ago

    Cambridge, Canada Cowan Insurance Full time

    Full Time Ind. Contributor Hamilton, ON, CA 2 days ago Requisition ID: 1708 Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client...

  • Financial Advisor

    3 weeks ago

    Cambridge, Canada Cowan Insurance Full time

    Full Time Ind. Contributor Hamilton, ON, CA 2 days ago Requisition ID: 1708 Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client...

  • Senior Financial Advisor, Dundas

    1 week ago

    Cambridge, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199262Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be... At Scotiabank we help employees build their futures – where they can be themselves, and win...

  • Automotive Service Advisor

    3 weeks ago

    Cambridge, Canada Cambridge Ford Full time

    **Job description** Exciting Opportunity: Full-time Service Advisor Position Are you a customer-centric professional with a passion for the automotive industry? Do you thrive in a fast-paced, dynamic environment? We have an exciting career opportunity for a skilled Service Advisor at Cambridge Ford. **About Us**: Cambridge Ford is a leading automotive...

  • Financial Advisor

    1 month ago

    Cambridge, Canada Cowan Insurance Group Full time

    You’re a sales-driven entrepreneur— proactively getting new clients and business motivates you.You’re a relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a problem solver – offering unique, customized wealth & insurance solutions to meet your clients’ complex needs...

  • Financial Advisor

    3 weeks ago

    Cambridge, Canada Cowan Insurance Group Full time

    You’re a sales-driven entrepreneur— proactively getting new clients and business motivates you.You’re a relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a problem solver – offering unique, customized wealth & insurance solutions to meet your clients’ complex needs...