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Atria Wealth Solutions

Atria Wealth Solutions is looking for a Financial Advisor 

Join a Winning Team! Through its relationship with CUSO Financial Services, LP (CFS) Capital Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the Bismarck/Mandan area. When you join Capital Credit Union and CFS, you enjoy numerous benefits: Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility Large opportunity: Easily tap into the credit unions member base to find new clients No proprietary products: Freedom to recommend the right solutions to serve your clients financial needs Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology Established in 1939, Capital Credit Union has over $727M in assets and more than 31,000 members. Capital Credit Union (ND) is headquartered in Bismarck and is the 2nd largest credit union in the state of North Dakota. To learn more, visit CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-year 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 get there. We are led by visionary financial services leaders who see farther. Were ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team! 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 Certified Financial Planner (CFP) designation preferred EOE **Representatives are employed by Capital Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP 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 Powered by JazzHR

Atria Wealth Solutions

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