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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Generations Federal Credit Union  
Location Generations Federal Credit Union - San Antonio, TX  
Full-Time/Part-Time Full-Time  
Description

                                                Join a Winning Team!

Through its relationship with CUSO Financial Services, L. P. (CFS) Generations Federal Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the San Antonio, TX area.

Our Financial Advisors work in tandem with the credit union to provide comprehensive financial services to their members.

When you join Generations Federal Credit Union and CFS, 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


Established in 1940, Generations Federal Credit Union has over $530 million in assets and more than 53,000 members. Generations has a rich history of serving the City of San Antonio, San Antonio Fire Department, and San Antonio Police Department employees and their families. Generations Federal Credit Union is now one of the largest credit unions in San Antonio. To learn more, visit www.mygenfcu.org.

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 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.mygenfcu.org/credit-union-jobs/#openjoblist


EOE

**Representatives are employed by Generations 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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This position is currently not accepting applications.

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




 


 
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