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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Altura Credit Union  
Location Altura Credit Union - Rancho Mirage, CA  
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 Altura Credit Union in the Rancho Mirage Area.

When you join CFS and Altura 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: Significant established book of business and ability to 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, 22-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 1957, Altura Credit Union has over 1.25 Billion in assets and more than 119,000 members. Altura is headquartered in Riverside County. The Inland Empire is not just a profit sector or region, it is our home. Altura‘s Board members are local leaders who volunteer their time and are deeply committed to the community. To learn more, visit: www.alturacu.com.

 
Position Requirements

Desired Qualifications:

  • 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=2311701

EOE

**Representatives are employed and registered through 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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