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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - LGE Community Credit Union  
Location LGE Community Credit Union - Atlanta Metro  
Full-Time/Part-Time Full-Time  
Description

Join a great Top Workplace team!

How would you like to work for a great company that offers career growth and values your skills and experience? For the seventh year in a row, LGE Community Credit Union has been recognized by The Atlanta Journal-Constitution as a Top Workplace (2013-2019).

Established in 1951, LGE Community Credit Union has over $1.2 billion in assets and 120,000 members. We aspire to maintain high standards to provide LGE members the full-service financial and investment services needed to help them make smart financial decisions. To achieve our results, we recruit the best and brightest employees who are dedicated to living out our service mission, “Dedicated to our member’s financial well-being.” To learn more about LGE Community Credit Union, visit www.lgeccu.org.

LGE Community Credit Union’s investment area, LGE Investment & Retirement Services*, is growing and has a Financial Advisor opportunity available in the Atlanta Metro area. LGE Investment & Retirement Services has a relationship with CUSO Financial Services, L.P. (“CFS”)** to license, register, and supervise the investment activity and act as the broker-dealer.

Why should you consider joining LGE as a Financial Advisor?

  • You receive frequent investment and insurance referrals from the LGE branches in your territory
  • You have full access to market directly to and call on LGE members to introduce your planning, investment and insurance solutions
  • You will have the opportunity to manage an existing book of business
  • You have access to excellent technology, products and operational support through our broker-dealer, CFS
 
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 Excellent member service, communication, and presentation skills
  • Certified Financial Planner designation preferred (CFP)

For immediate consideration please apply online at: https://workforcenow.adp.com

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/ SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. LGE Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

** CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable, 22-year track record of serving the investment needs of some of the nation’s leading credit unions and their members. We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

 

This position is currently accepting applications.

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