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Job Summary

Company
Cuso Financial
Location
Hagerstown, MD 21740
Industries
Financial Services
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Education Level
Some College Coursework Completed
Career Level
Experienced (Non-Manager)
Job Reference Code
MON HAGMD 6040901

Patriot Federal Credit Union & Cuso Financial seeking Licensed Financial Consultant!

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, 12 year track record of serving the investment needs of credit unions and their members.


 


Over one-third of our registered representatives generated an average GDC of $540,000 in 2007. If you have a solid history of doing what’s best for your clients and are a proven producer, we’d like you to get to know CFS and the opportunities we offer.


 


Do you have the Vision to see Opportunity that others cannot?


 


We are adding staff and have a Financial Advisor position available in the Chambersburg, PA and Hagerstown, MD area!


 


Patriot Federal Credit Union (PFCU) has approximately $410 million on deposit and more than 40,000 members.  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. 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?


 


PFCU has a long history of serving the Chambersburg area, which was first established in 1965. With 5 branches, the credit union’s membership is open. To learn more about Patriot Federal Credit Union, visit http://www.patriotfcu.org /


 


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 email resume to: cuemployment@cusonet.com and PLEASE REFERENCE JOB# MON HAGMD 6040901   


 


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


 

 
 

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Contact Information

Cuso Financial