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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Mainstreet Credit Union - Lenexa, KS  
Location Mainstreet Credit Union - Lenexa, KS  
Full-Time/Part-Time Full-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 Mainstreet Credit Union in the Lenexa, KS area.

When you join CFS and Mainstreet Credit Union, 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, 20-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 1953, Mainstreet Credit Union has over $361 million in assets and more than 60,000 members. Mainstreet is operated by people who live where you live, striving to guide members along an informed and rewarding financial journey. To learn more, visit www.mainstreet.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 designation preferred (CFP)
  • **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

    For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=1818789

    EOE

 

This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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