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CUSO Financial Services, L.P.
Job Summary
  • Company
    CUSO Financial Services, L.P.
  • Location
    Saint Helens, OR 97051
  • Salary
    DOE
  • Job Type
    Full Time
    Employee
  • Job Category
    Accounting/Finance/Insurance
  • Occupations
    Financial Planning/Advising
    Investment Management
    Financial Products Sales/Brokerage
  • Years of Experience
    5+ to 7 Years
  • Career Level
    Experienced (Non-Manager)
  • Industries
    Financial Services
Licensed Financial Advisor Needed At St Helens Community Federal Credit Union

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

 

EOE

 

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About CUSO Financial Services, L.P.
CUSO About banner

Developing and supporting successful financial investment programs requires diverse talents from many dedicated people with varying skill sets. As a national broker dealer and Registered Investment Adviser serving credit unions and their members in locations around the United States, we have many different opportunities to fit your career goals and to serve the needs of our customers.

CUSO Financial Services offers a rewarding career path and potential for advancement as well as good benefits and a solid work/life balance for people of high integrity. Our collaborative culture offers community through shared goals and strong work ethics. Our staff is well-educated and concerned about the success of your programs. We have a much lower turnover rate than is typical in the financial industry.

In fact, we have been recognized as one of the Best Places to Work honorees with an overall job satisfaction rate of more than 94% from our employees. As a result, we have many long-term employees who know our processes and efficiency goals, so you will get to work with knowledgeable experts and top talent who believe in leading the industry through a high tech/high touch approach.

If you are interested in a career dedicated to helping people gain and maintain their own financial independence, and where your work can have an impact, then we'd like to talk to you.

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