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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - 3Rivers Federal Credit Union  
Location 3Rivers Federal Credit Union - Richmond, Indiana  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

3Rivers Federal Credit Union through its relationship 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 Richmond, Indiana area.
 

When you join 3Rivers 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 1935, 3Rivers Federal Credit Union has over $1.4B in assets and more than 100,000 members. At 3Rivers, our members receive personal and local service, plus genuine advice that is custom fit for the life situations, stages, and needs of our members. Since 1935, we’ve been helping individuals and businesses understand money matters every day. To learn more, visit www.3riversfcu.org

 

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-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!

 
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: www.3riversfcu.org/careers


EOE

**Representatives are employed by 3Rivers 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 accepting applications.

Apply Now




 


 
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