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Title

Licensed Financial Advisor 

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

Join a Winning Team!

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

When you join CFS and InRoads 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

Established in 1938, InRoads Credit Union has over $200 Million in assets and more than 16,000 members. InRoads Credit Union is full-service, not-for-profit financial institution. Anyone who lives, works, worships, volunteers, or attends school in Columbia, Clatsop, Cowlitz, Multnomah, and Washington Counties are eligible to join. InRoads is proud to be celebrating more than 75 years of serving its members. To learn more about InRoads Credit Union, please visit https://www.inroadscu.org/

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!

 
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=2339286

**Representatives are employed by InRoads 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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