Join a Winning Team!
CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Department of Commerce Federal Credit Union (DOCFCU) in the Washington, DC area.
When you join CFS and Department of Commerce Federal 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, 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!
Established in 1932, Department of Commerce Federal Credit Union has over $435 Million in assets and more than 21,000 members. The Department of Commerce Federal Credit Union (DOCFCU), is a financial institution serving all of Washington, DC. Our goal is to serve all of our members well, including those of modest means, because every member counts. To learn more, visit www.docfcu.org
Licenses and Registrations: FINRA Series 7, 63/65 or 66 and Insurance licenses
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)
For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2247705
**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