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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Community First Credit Union of Florida  
Location Community First Credit Union of Florida - Jacksonville, FL  
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 Community First Credit Union of Florida in the Jacksonville area.

When you join CFS and Community First Credit Union of Florida, 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. We invite you to join our winning team!

Established in 1935, Community First Credit Union of Florida has over 1.6 billion in assets and more than 130,000 members. Their story is rooted in a commitment to investing in the community and founded on the principle of being their members’ most trusted advisor in financial matters. They are proud to serve the First Coast and look forward to providing you an unparalleled banking experience for years to come. The Community First Cares Foundation also helps support transformational change in our region. They fund high impact projects that build healthy communities by improving their educational system, enhancing financial literacy, and supporting programs that improve quality of life on the First Coast. To learn more, visit www.communityfirstfl.org

 
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=2573360

EOE

**Representatives are employed by Community First Credit Union of Florida 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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