Share Email Opening
Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Charlotte Metro Credit Union  
Location Charlotte Metro Credit Union - Matthews, NC  
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 Charlotte Metro Credit Union in the Matthews, NC area.

When you join CFS and Charlotte Metro Credit Union, 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!

Charlotte Metro's mission is to remain the trusted financial services leader that returns its profits to members through exceptional rates, services and accessibility. Today CMCU has over $400 million in assets with over 50,000 members. To learn more, visit www.cmcu.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=2802718

EOE

**Representatives are employed 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 not accepting applications.

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




 


 
Click here for technical assistance.