Join a Winning Team!
Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Danville, CA and surrounding areas.
In this role, the successful candidate key responsibilities will include working with registered representatives in assigning the servicing and transitioning of “B” and “C” client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward client’s goals, and serving as the broker of record for select member client accounts.
Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education, and expertise that will empower our members to rise up and achieve financial freedom. To learn more, visit www.patelco.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’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.
For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3615481
**Representatives are employed by Patelco Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.
This position is currently accepting applications.