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Job Summary

Company
CUSO Financial Services, L.P.
Location
Los Angeles, CA 90007
Industries
All
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Education Level
Some College Coursework Completed
Career Level
Experienced (Non-Manager)

Licensed Financial Advisor needed at USC Credit Union

About the Job

 

Financial Advisors ! Do Mergers and Takeovers have you concerned about your future??

             

If so, 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, 15 year track record of serving the investment needs of credit unions and their members.

 

USC Credit Union has approximately $350 Million on deposit and more than 55,000 members. CFS with USC 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.

 

One of the world's great institutions of higher learning deserves an equally great financial institution. Established in 1973 and with 3 locations in the Los Angeles area, the credit union’s membership is open to those employees, faculty, staff, alumni and enrolled students of the University of Southern California, members of the USC Alumni Association, as well as some of the local residents and those employed in the City of Los Angeles.  To learn more about USC Credit Union, visit www.usccreditunion.org

  

We are adding staff and have a Financial Advisor position available in Los Angeles, CA.

  

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.

 

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.

                College Degree preferred

 

For immediate consideration please apply online at:

http://cfs-spf-services.com/cfs_employment

 

CFS is an EOE.

 

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement  Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management

 

 

 

For Internal Use Only – Not for Public Distribution

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