- Atria Wealth Solutions (Shoreline, WA)
- Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback… more
- Atria Wealth Solutions (San Rafael, CA)
- Redwood Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its ... to all Member-Clients. + Call Members referred to the Wealth Management Department by branch , Member Service Center to set an appointment for a meeting. + Make and… more
- Atria Wealth Solutions (Philadelphia, PA)
- …investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned ... dynamic organization that thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco Credit ... group for the organization. Responsibilities + Coordinates with Financial Advisors and branch staff on referral reports, meetings and other investment and financial… more
- Atria Wealth Solutions (Colorado Springs, CO)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment ... financial planning seminars. Visit branches to meet clients and train branch staff. + Maintain required individual insurance and securities licenses, including… more