Join a Winning Team!
CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide investment services for members of Florida Credit Union in the Ocala, Florida area.
When you join CFS and Florida Credit Union, 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 1954 and headquartered in Gainesville, Florida Credit Union has over $1.4 billion in assets, and is the 16th largest credit union in the state of Florida. It is also the 263rd largest credit union in the nation. Florida Credit Union serves over 115,000 members and growing in the North Central Florida area. We are looking for talent to add to our team that is dedicated to offering financial services that improves the lives of our members. To learn more, visit flcu.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!
- 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=3673355
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.
Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7