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Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - San Mateo Credit Union  
Location San Mateo Credit Union - San Mateo, CA  
Full-Time/Part-Time Full-Time  

Join a Winning Team!

San Mateo Credit Union (SMCU) is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the San Mateo area.


When you join SMCU you will have access to:

  • 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 the broker/dealer back office employees with an advisor to support staff ratio of just 5:1

SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive pay:

  • Medical, Dental, Vision, Life, and Long Term Disability Insurances!

  • 401(k) including generous matching contributions!

  • Discounts on financial products and services, including loans!

  • Paid time off, tuition reimbursement, and much more!

Founded in 1952, SMCU has grown over the years to keep pace with the evolving financial needs of our member-owners. Since we first opened our doors, each year has marked a growth in assets and an expansion of our member-owner base—currently more than $1 billion and 82,000, respectively—which is a clear indication of SMCU's vibrant financial health and operational strength. We welcome any individual who lives, works, worships or attends school in San Mateo County, the City of Palo Alto and certain areas of San Francisco.To learn more, visit

Position Requirements

  • A bachelor’s degree finance or closely related field AND relevant banking, investing experience

  • FINRA Series 7, 66 or 65 licensed and Life and Health Insurance Licenses

  • Minimum 5 years financial services industry experience

  • Exceptional sales orientation and in-depth investment knowledge

  • Requires professional, well-developed oral, written and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers.

  • Great organization and management skills

    For immediate consideration, please send your resume to:


**Representatives are employed by San Mateo Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit

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!

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