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Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Piedmont Advantage Credit Union - Charlotte, NC  
Location Piedmont Advantage Credit Union  
Full-Time/Part-Time Full-Time  

Join a Winning Team!

Piedmont Advantage Credit Union through its partnership with CUSO Financial Services, L.P. (CFS) is seeking an energetic and engaged Licensed Financial Advisor to join our fast-paced credit union to service members in Charlotte, NC and surrounding markets. Our Financial Advisors work in tandem with the credit union to provide comprehensive retirement, investment and advisory solutions to credit union members while building long lasting relationships.

When you join Piedmont Advantage 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: Easily tap into the credit union’s member base to find and serve new member-clients
  • No proprietary products: Recommend and sell whatever products best meet your member-clients’ needs
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

Established in 1949, Piedmont Advantage Credit Union became the exclusive credit union partner for Piedmont Airlines. Since then, the Credit Union has adapted to stay current in the areas of Membership, products and Member service delivery. Today, our credit union serves almost 44,000 Members across North Carolina and beyond. We are committed to serving our world-wide Membership with engaged employees who provide financial products and services, in ways which make us easy to do business with. As we look to the future, we will continue to live by our core value, “Members Come First”, and will strive to find more ways to enhance the lives of our Member-Owners by providing quality products and caring solutions. To learn more about Piedmont Advantage Credit Union, please visit

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!

Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses (Life, Health & Long-Term Care)
  • Clean U-4 and Background
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
  • Customer service, communication and presentation skills
  • Certified Financial Planner designation preferred (CFP)
  • College degree preferred

For immediate consideration, apply online at:


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

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This position is currently accepting applications.

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