Join a Winning Team!
Blue Federal Credit Union through its partnership with CUSO Financial Services, L. P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the Fort Collins, CO area.
When you join Blue Federal Credit Union and CFS, 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
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.
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!
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
**Representatives are employed by Blue Federal 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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