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Licensed Financial Consultant: at our Main Branch, Seaside, CA (Fort Ord)
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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, 10+ year track
record of serving the investment needs of credit unions and their members.
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We are adding staff and have a Financial Advisor position available at Central Coast
Federal Credit Union in Monterey County, California.
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Central Coast Federal Credit Union has approximately $100 Million on deposit and more
than 11,000 members. CFS with Central Coast Federal Credit Union aspire to maintain high
standards to provide Credit Union members the full-service financial and investment
services needed to help them make smart financial decisions. We are looking for the right
person to help build the success of the investment program and help the credit union members
make sound investment choices.
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Qualified candidates must have:
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1. Licenses and Registrations: NASD/FINRA Series 7, 63, (65 or 66 preferred) and Life,
Accident, Health & Insurance licenses.
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2. Clean U-4
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3. Certified Financial Planner designation preferred
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4. Two years sales experience in the financial services industry
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5. Customer service, communication and presentation skills
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6. An advanced level of performance, requiring minimum supervision
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7. Experience with high quality service standards in all interactions with customers,
prospective customers, personnel, and other departments within the credit union.
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8. College Degree preferred
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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.
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For immediate consideration please send resume to: cuemployment@cusonet.com and
reference JOB CODE: CCCU 6330901 in subject line
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