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Licensed Financial Advisor Nee...
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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