Share Email Opening
Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Consumers Credit Union  
Location Consumers Credit Union - Grand Rapids, MI  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Through its relationship with CUSO Financial Services, L. P. (CFS) Consumers Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the Grand Rapids, MI area.

When you join Consumer Credit Union and CFS, 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: Multiple branch locations in which you can easily tap into the 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 1951, Consumers Credit Union is not for profit and owned by you, our member. Together, we’ve averaged 18 percent annual growth for 30 consecutive years. That’s three decades of helping members succeed while making banking fun! To learn more, visit www.consumerscu.org

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 or 66 and Insurance licenses

  • Clean U-4 and Background

  • 5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.

  • Success requires a Bachelor's degree in Business or Insurance (or equivalent work experience).

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=1986890

EOE

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

 

This position is currently not accepting applications.

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




 


 
Click here for technical assistance.