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Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Numerica Credit Union  
Location Numerica Credit Union - Wenatchee, WA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

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

When you join Numerica 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

 

With the goal of enhancing lives, fulfilling dreams, and building communities, this position serves Numerica members by ascertaining their financial goals and objectives from face-to-face financial analysis. This role is responsible for actively developing investment relationships with members and meeting with them periodically to ensure investment strategies are aligned with members’ goals and objectives. Numerica Credit Union has over $3 billion in assets and more than 160,000 members. To learn more, visit www.numericacu.com

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 are 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=3614296

EOE

**Representatives are employed by Numerica 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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