Looking for Leaders and Partners
We’re searching for the right people – investment professionals who feels “buttoned up” is a compliment, and terms like collaboration, flexibility and responsiveness are the keys to success.
We’re CUSO Financial Services. L.P. (CFS), a broker/dealer and RIA with a stable, 15-year track record of serving the investment needs of credit unions and their members will full-service planning and investment advice. Today, we’re looking for the right people to build successful investment programs for members at St. Helens Community Federal Credit Union (SHCU) in Columbia County, Oregon.
SHCU members love their credit union. Ask around, and you’ll hear positive stories of service and support from families and business owners, teachers and retirees. SHCU cares, and so do the members who live and work in the area. SHCU serves over 15,000 members with a strong presence in Columbia County, and is celebrating its 75th anniversary in 2013. Learn more about SHCU at shcu.org.
This is your chance to help these people realize their dreams.
Qualified candidates must have:
· Licenses and Registrations: NASD/FINRA Series 7, 63, 65 or 66, and Life, Accident, Health & Insurance licenses.
· Clean U-4
· Professional designation preferred in either CFP, ChFC, CLU, LUTCF
· Five+ years sales experience in the financial services industry, preferably in a bank or credit union
· Customer service, communication and presentation skills
· An advanced level of performance, requiring minimum supervision
· Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
· College Degree preferred
Representatives are employed by and registered through CFS (Member FINRA/SIPC). We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to http://www.cusonet.com/?id=65 .
For immediate consideration, please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=672940
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