Atria Wealth Solutions Spokane , WA 99201
Posted 7 days ago
Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Spokane, WA area.
Company Description
STCU is consistently rated one of the top-performing credit unions in the nation and has been named one of Fortune Magazine's Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members' lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.
STCU offers excellent benefits:
Salary range: $4,333 - $25,000+ per month depending on GDC production.
Job Description
STCU is seeking a Financial Advisor to provide retirement and investment services in the Spokane, Washington area and is based at our Moran Prairie Branch on Spokane's beautiful South Hill. This position is responsible to help employees, members, and new clients by assessing their financial goals, needs, and objectives while providing them with exceptional personalized service and investment products. In this position, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals.
You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by CFS and MTC.
Core Job Requirements/Outcomes
Other Essential Functions
When you join STCU as a Financial Advisor, you enjoy numerous benefits:
Qualifications
Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel, and Teams.
Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.
Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.
Travel Demands: Travel to branches within your region is required on a weekly basis.
EOE
Representatives are employed by Spokane Teachers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
Atria Wealth Solutions