Do Mergers and Takeovers have you concerned about your future??
Now More Than Ever is the time to join CFS
CUSO Financial Services, L. P. (“CFS”) would like to hear from you before you make any career decisions! CFS is a broker/dealer and RIA with a stable, 10+ year track record of serving the investment needs of credit unions and their members.
United Federal Credit Union has approximately $900 Million on deposit and more than 76,000 members. CFS with United Federal Credit Union aspire to maintain high standards to provide Credit Union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and help the credit union members make sound investment choices.
Do you enjoy being part of a team and building long term relationships?
Now More Than Ever is the time to join CFS
Whirlpool, Clark Equipment and affiliated companies, membership is available to over 750 Corporate Members and to any individual who either lives, works, worships, volunteers or attends school in designated "investment" areas within proximity to our branch offices in Southwest Michigan, Fort Smith and Van Buren, Arkansas, Fletcher and Statesville, North Carolina, Gwinner, North Dakota, and Marion, Ohio. To learn more about United Federal Credit Union visit www.unitedfcu.com
We are adding staff and have a Financial Advisor position available in St. Joseph, MI area.
Qualified candidates must have:
q Licenses and Registrations: NASD/FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident,
Health & Insurance licenses.
q Clean U-4
q Certified Financial Planner designation preferred
q Two years sales experience in the financial services industry
q Customer service, communication and presentation skills
q An advanced level of performance, requiring minimum supervision
q Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within the credit union.
q College Degree preferred
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. or to see other opportunities available, go to www.cusonet.com.
For immediate consideration, please email resume to: cuemployment@cusonet.com .
PLEASE REFERENCE JOB# MON SBI 632MI0901 in subject line.
EOE.
Relevant Word Search: Registered Representative, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Financial Services, Financial Professionals
CUSO Financial Services, L.P.