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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Cornerstone Community Financial Credit Union  
Location Cornerstone Community Financial Credit Union - Auburn Hills, MI  
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 Cornerstone Community Financial in the Auburn Hills, MI area. 

When you join CFS and Cornerstone Community Financial, 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 are 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!

Established in 1951, Cornerstone Community Financial has over $298 million in assets and more than 23,000 members. Cornerstone Community Financials Mission is to revolutionize the service experience, fulfilling the changing needs of their members and communities. To learn more, visit www.ccfinancial.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
  • Willingness to travel to CCF branch network

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3067288

 

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 not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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