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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - First City Credit Union  
Location First City Credit Union - Los Angeles, CA  
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 First City Credit Union in the Los Angeles, CA area.

When you join CFS and First City 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 1937, First City Credit Union has over $699,000,000 in assets and more than 60,000 members. First City Credit Union is a co-operative not-for-profit financial institution, owned and operated by our members. First City Credit Union exists to serve its member. The credit union is committed to offer a broad range of quality financial services, delivered and priced to provide good value. To learn more, visit www.firstcitycu.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=2717891

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 accepting applications.

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