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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - InTouch Credit Union - Plano, TX  
Location InTouch Credit Union - Plano TX  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

 

CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of InTouch Credit Union in the Plano, Texas area.

When you join CFS and InTouch Credit Union, 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

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-year track record of serving the investment needs of credit unions and their members. 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!

Established in 1974, InTouch Credit Union has over $864 million in assets and more than 91,000 members in more than 20 countries around the world. Originally opened to serve Electronic Data Systems (EDS) employees in the Dallas area, today, their not-for-profit community credit union has branches in three states, including the corporate headquarters located in Plano, Texas. To learn more, visit www.itcu.org

 
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


For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3239605

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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