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Financial Advisor
Atria Wealth SolutionsUnited Statesfull_timeVerifiedPosted 17 Apr 2025
About the role
Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area.
Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
Education: High School Diploma or equivalent required; bachelor’s degree preferred
Experience:
Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
- Connect with members and prospective clients via telephone calls and in person.
- Analyze data collected from members in order to develop a financial plan that meets the member’s specific needs.
- Conduct annual reviews with each client.
- Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members.
- Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO).
- Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises.
- Records all sales, transactions, and pertinent conversations are documented.
- Keep prospectus and sales literature stocked and current.
- Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports.
- Maintain member files.
- Oversee signature guarantee program and maintain logs.
- Maintain Investment Department website.
- Ensure the Investment Department is in compliance with FINRA.
- Maintain advertising and complaint files as required by the FINRA.
- Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies.
- Complete continuing education to maintain licenses.
- Compile production and marketing projections, in December, and develop an Investment Department budget for the next year.
- Promote and exemplify Via CU’ s commitment to members through great service.
- Interface with other departments as needed.
- Build strong relationships with all members, staff, and prospective members.
- Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer.
Education: High School Diploma or equivalent required; bachelor’s degree preferred
Experience:
- 2 or more years of sales experience in the financial service
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