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CUSO Financial Services, L.P.
Job Summary
  • Company
    CUSO Financial Services, L.P.
  • Location
    Port Neches, TX 77651
  • Salary
  • Job Type
    Full Time
  • Job Category
  • Occupations
    Financial Planning/Advising
    Investment Management
    Financial Products Sales/Brokerage
  • Years of Experience
    2+ to 5 Years
  • Career Level
    Experienced (Non-Manager)
  • Industries
    Financial Services
  • Education Level
    Some College Coursework Completed
  • Job Reference Code
Licensed Financial Advisor Needed For MCT Credit Union

Join a Winning Credit Union Team!


CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 16 year track record of serving the investment needs of credit unions and their members.  Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members.  As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.


CUSO Financial Services, L. P. is seeking a Licensed Financial Advisor at MCT Credit Union in the Port Neches, TX area.


MCT Credit Union has more than $200 million in assets, and a membership of over 19,000. The Financial Center at MCT has been providing full service brokerage and investments through its broker-dealer, CUSO Financial Services, L.P.  (member FINRA/SIPC) since 1997. During that time we have made it our focus to provide practical, non-biased advice that our clients truly appreciate. We pride ourselves on ethical behavior, always putting our client's financial well-being first, and providing financial advice in an easy to understand approach.  To learn more about MCT Credit Union, visit www.mctcu.org.

Qualified candidates must have:

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

·         Clean U-4

·         Certified Financial Planner designation preferred

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

·         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 financial institution

·         College Degree preferred


Representatives are employed by and registered through CFS (Member FINRA/SIPC).  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 http://www.cusonet.com/?id=65 .


For immediate consideration please apply online at:  https://www.appone.com/MainInfoReq.asp?R_ID=748614


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About CUSO Financial Services, L.P.
CUSO About banner

Developing and supporting successful financial investment programs requires diverse talents from many dedicated people with varying skill sets. As a national broker dealer and Registered Investment Adviser serving credit unions and their members in locations around the United States, we have many different opportunities to fit your career goals and to serve the needs of our customers.

CUSO Financial Services offers a rewarding career path and potential for advancement as well as good benefits and a solid work/life balance for people of high integrity. Our collaborative culture offers community through shared goals and strong work ethics. Our staff is well-educated and concerned about the success of your programs. We have a much lower turnover rate than is typical in the financial industry.

In fact, we have been recognized as one of the Best Places to Work honorees with an overall job satisfaction rate of more than 94% from our employees. As a result, we have many long-term employees who know our processes and efficiency goals, so you will get to work with knowledgeable experts and top talent who believe in leading the industry through a high tech/high touch approach.

If you are interested in a career dedicated to helping people gain and maintain their own financial independence, and where your work can have an impact, then we'd like to talk to you.