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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Sound Credit Union - Burien  
Location Sound Credit Union - Burien, WA  
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 Sound Credit Union (Sound) in the Burien, WA area.

 

When you join CFS and Sound, 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 led 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!

 

Sound was founded in 1940 and today is one of Washington State’s largest credit unions. With 29 full-service branch locations throughout the Puget Sound area, Sound provides over 130,000 members with authentic and trusted financial support and services. Sound is driven by the purpose of standing with members, employees and the community through all waves of life.

 
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 (CFP) designation preferred

For immediate consideration, apply online at: ???????https://www.appone.com/MainInfoReq.asp?R_ID=2938602 

 

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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