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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Blue Federal Credit Union  
Location Blue Federal Credit Union - Fort Collins, CO  
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 Blue Federal Credit Union in the Fort Collins, CO area. 

When you join CFS and Blue Federal 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!

Blue Federal Credit Union has over $1 billion in assets and serves nearly 90,000 members in Colorado and Wyoming communities, and around the world. We genuinely exist to serve, and it’s an honor and a delight to have our actual job be Doing Good: helping people succeed financially and in life, and strengthening the communities where we work and live. To learn more, visit www.bluefcu.com. 

 
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=2989644 

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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