Financial Advisor – CORE CU, GeoVista CU, and Chatham FCU – Savannah, GA

It all began with a vision: to provide a credible, value-added, and credit union owned investment platform. Today, CUSO Financial Services (CFS) manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable and efficient financial planning, retirement, investment and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country.

We are adding staff and have a Financial Advisor position available with our Georgia Group, which includes CORE Credit Union, GeoVista Credit Union, and Chatham Federal Credit Union in the Savannah, GA area.

As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.  All three credit unions total approximately $170MM in deposits and 13 full service branches. We aspire to maintain high standards in providing credit union members with the comprehensive financial and investment services needed to help achieve their long term goals, and are looking for the right person to take this program to new heights in terms of member service and productivity.  To learn more about the programs in the Georgia Group, visit: www.corecu.org, www.geovistacu.com, and www.chathamfederal.com

Qualified candidate will have:

·         Licenses and Registrations: NASD/FINRA Series 7, Series 63, (Series 65 or Series 66 preferred) and Life, Accident, Health & Insurance licenses.

·         Clean U-4

·         Two years sales experience in the financial services industry, preferably in a credit union or bank

·         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 bank or financial institution.

·         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., go to www.cusonet.com.

For immediate consideration please apply online at:
http://cfs-spf-services.com/cfs_employment

Equal Opportunity Employer

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