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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Mainstreet Credit Union - Lenexa, KS  
Location Mainstreet Credit Union - Lenexa, KS  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide investment services for members of Mainstreet Credit Union in the Lenexa, KS area.

When you join CFS and Mainstreet Credit Union, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

    CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 23-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are lead by visionary financial services leaders who see farther. 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 1953, Mainstreet Credit Union has over $460 million in assets and more than 62,000 members. Mainstreet is operated by people who live where you live, striving to guide members along an informed and rewarding financial journey. To learn more, visit www.mainstreet.org.
 
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 (CFP) designation preferred

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2648813

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 not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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