Licensed Financial Advisor

Cuso Financial Services, L.P. Richardson , TX 75080

Posted 3 months ago

DivisionCUSO Financial Services, L.P. PositionLicensed Financial Advisor

  • Credit Union of Texas LocationCredit Union of Texas

  • Richardson, TX Full-Time/Part-TimeFull-Time Description

Join a Winning Team!

CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Credit Union of Texas in the Richardson, TX area.

When you join CFS and Credit Union of Texas, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community

  • Large opportunity: Easily tap into the credit union's member base to find new clients

  • No proprietary products: Recommend and sell whatever products best meet your clients' needs

  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 21-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

Established in 1931, Credit Union of Texas has over $1 billion in assets and more than 120,000 members. Experience more everything. More service. More value. More solutions to your financial needs. That's what we are here for. To learn more, visit www.cutx.org

Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63 (65 or 66 preferred) and Insurance license

  • Clean U-4 and Background

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

  • Certified Financial Planner or additional professional designation desired

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2144387

EOE

Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

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, Series 7


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Licensed Financial Advisor

Cuso Financial Services, L.P.