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Financial Advisor
Atria Wealth SolutionsUnited Statesfull_timeVerifiedPosted 26 Sept 2024
About the role
Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin TX market.
Job Summary
Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of investment products and services.
About UFCU
As Austin’s largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
Consistently receiving awards as the Top Credit Union and Top Mortgage Company, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.
Essential Functions
Drive activities that focus on continued member growth and growing their client base by:
Build and maintain employee relationships by:
Show a commitment to continued professional development by:
Job Summary
Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of investment products and services.
About UFCU
As Austin’s largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
Consistently receiving awards as the Top Credit Union and Top Mortgage Company, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.
Essential Functions
Drive activities that focus on continued member growth and growing their client base by:
- Conducting webinars, seminars and workshops, as needed, on financial and retirement topics.
- Prospecting for clients internally and externally through client referrals, networking and existing members.
- Identifying opportunities to expand member relationships.
- Consistently following up on leads elicited through growth generating activities.
- Consistently provide personalized investment services by meeting with members, non-members, and employees in order to acquire a full understanding of their financial objectives.
- Analyze financial information and develop a diversified investment strategy using a wide range of products to meet the members’ goals.
- Advise clients with investment relationships on asset allocation and portfolio construction. Follow up on a regular basis to ensure the members’ needs are met.
- Fully understand production expectations and consistently meet or exceed monthly sales quotas.
- Seek appropriate guidance and coaching from Manager, Financial Advisors and Wealth Advisors.
- Utilizes communication skills and investment experience in order to quickly build rapport and trust with members and non-members.
- Consistently act in a professional and ethical manner.
Build and maintain employee relationships by:
- Conducting periodic Retail Branch trainings.
- Build relationships and work with our various business partners like Business Services, Mortgage, Business Development and other UFCU Partners.
- Attending UFCU sponsored employee events and participating in branch meetings on a regular basis.
- Providing coaching, advice and general information about all Investment products and services.
Show a commitment to continued professional development by:
- Keeping all licenses current
- Participating in on-going learning and development activities
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