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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - San Francisco Fire Credit Union  
Location San Francisco Fire Credit Union - San Francisco, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

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

When you join San Francisco Fire 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

 

SF Fire Credit Union has over a billion dollars on deposit and more than 59,000 members. SF Fire Credit Union aspires to maintain high standards to provide credit union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and help the credit union members make sound investment choices. To learn more about SF Fire Credit Union visit, www.sffirecu.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 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.appone.com/MainInfoReq.asp?R_ID=3608843

EOE

**Representatives are employed by San Francisco Fire 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.

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