Share Email Opening Apply Now
Title

Financial Advisor Associate 

Division CUSO Financial Services, L.P.  
Position Financial Advisor Associate - Blue Federal Credit Union  
Location Blue Federal Credit Union - Cheyenne, WY  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Blue Federal Credit Union through its relationship with CUSO Financial Services, L. P. (CFS) is seeking a Financial Advisor Associate to partner with our established Financial Advisor in the Cheyenne, WY area to help service and expand existing business.

Our Financial Advisors work in tandem with the credit union to provide comprehensive financial services to their members.

When you join Blue Federal 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

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.

 
Position Requirements
  • Licenses and Registrations: FINRA Series 6, 63, and Insurance Licenses required (7, 65 or 66 preferred)
  • 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=2443333

EOE

**Representatives are employed by Blue Federal Credit Union 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

 

This position is currently accepting applications.

Apply Now




 


 
Click here for technical assistance.