Share Email Opening
Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Blue Federal Credit Union  
Location Blue Federal Credit Union - Denver, CO  
Full-Time/Part-Time Full-Time  
Description

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 Denver, 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!

 

 
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=3042085  

    EOE

    **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.

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.