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, 14 year track record of serving the investment needs of credit unions and their members.
Do you have the Vision to see Opportunity that others cannot?
We are adding staff and have a Financial Advisor position available based in Harrisburg, PA to service members in the Philadelphia, PA area.
Pennsylvania State Employees Credit Union has over $3.79 BILLION on deposit and more than 380,000 members. We, along with PSECU, 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. We are looking for the right person to take one of our top programs to new heights in terms of member service and productivity.
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
Do you want an Opportunity to be in control of your income now and in the future?
PSECU is the largest credit union in Pennsylvania and serves members throughout the Philadelphia and surrounding area. To learn more about PSECU, visit www.psecu.com.
Do you enjoy being part of a team and building long term relationships?
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 apply online at: http://cfs-spf-services.com/cfs_employment
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