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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Sound Credit Union - Seattle  
Location Sound Credit Union - Burien, WA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Sound Credit Union (Sound) in the Burien, WA area. Sound recently announced that they have reached an agreement to acquire The Bank of Washington. This will allow Sound to expand their branch presence in this region.

When you join CFS and Sound, 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!

Sound Credit Union was founded in 1940 and today is one of Washington State’s largest credit unions. With 24 full-service branch locations throughout the Puget Sound area, Sound provides their nearly 120,000 members with authentic and trusted financial support and services. Sound is driven by the purpose of standing with members, employees and the community through all waves of life. To learn more, visit www.soundcu.com.

 
Position Requirements
  • 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=2280846

EOE

**Representatives are employed and registered by CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

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This position is currently accepting applications.

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