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Title

Licensed Financial Advisor - Via Credit Union 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Via Credit Union  
Location Via Credit Union - Warsaw, Indiana  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

 

Through its relationship with CUSO Financial Services, L. P. (CFS) Via Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the Warsaw, IN area.

When you join Via Credit Union and CFS, 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

Established in 1936, Via Credit Union has over $390 million in assets and more than 32,000 members. Via Credit Union is headquartered in Marion and is the 21st largest credit union in the state of Indiana. It is also the 695th largest credit union in the nation. To learn more, visit viacu.org

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!

 

 
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
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For immediate consideration, apply online at: www.viacu.org/about/employment.html

EOE


**Representatives are employed by Via Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

 

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This position is currently accepting applications.

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