Financial Advisor at 4Front Credit Union
Atria Wealth Solutions
- Traverse City, MI
- Permanent
- Full-time
- Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
- Large opportunity: Easily tap into the credit union’s member base to find new clients
- No proprietary products: Recommend and sell whatever products best meet your clients’ needs
- Tomorrow’s technology: Use efficient tech tools such as electronic delivery, online systems, and mobile apps to reduce your work load, become more efficient, and easily transact business on-the-go
- Licenses and Registrations: FINRA Series 7, 63 (65 or 66 preferred) and Insurance license
- 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 designation preferred (CFP)