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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Advantis Credit Union  
Location Advantis Credit Union - Portland, OR  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

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

When you join Advantis 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 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

Advantis Credit Union began on September 5th, 1928 with just 36 employees. After more than 90 years of safe and sound financial management for their member-owners, Advantis has grown to become Oregon’s 4th largest credit union, over 73,000 members strong. Advantis continually strives to build value for their members, and they’re passionate about helping them achieve their financial goals with expert guidance, quality financial products and innovative solutions. To learn more about Advantis Credit Union, visit them at www.advantiscu.org

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.

 
Position Requirements

For immediate consideration, apply online at: https://chm.tbe.taleo.net/chm01/ats/careers/v2/viewRequisition?org=ADVANTISCU&cws=37&rid=731

EOE

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

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This position is currently not accepting applications.

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




 


 
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