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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Educational Employees Credit Union (EECU)  
Location EECU - Fort Worth, 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 investment services for members of Educational Employees Credit Union (EECU) in the Ft. Worth, Texas area.

 

When you join EECU 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

 

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 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!

 

Established in 1934, EECU Credit Union has over $2.8 billion in assets and more than 225,000 members.

Their story began in the Fort Worth ISD administration building with the formation of a credit union for teachers and administrators. First known as the Fort Worth Teachers Credit Union. In 1976 the name was changed to the Educational Employees Credit Union, eventually becoming more simply known as EECU. To learn more, visit https://eecu.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
  • Certified Financial Planner (CFP) designation preferred

 

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3470883

 

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 accepting applications.

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