Join a Winning Team!
CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide investment services for members of Community First Credit Union (Florida) in the Jacksonville, Florida area.
When you join CFS and Community First Credit Union (Florida), 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, 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 led 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!
Established in 1961, Community First Credit Union (Florida) has over $2 billion in assets and more than 148,000 members. It is headquartered in Jacksonville and is the 13th largest credit union in the state of Florida. It is also the 180th largest credit union in the nation. To learn more, visit www.communityfirstfl.org
- 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=3340139
**Representatives are employed by Community First Union (FL) and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.
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