Share Email Opening Apply Now
Title

Licensed Financial Advisor  

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Quincy Credit Union  
Location Quincy Credit Union - Quincy, MA  
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 Quincy Credit Union in the Quincy, MA area.

 

When you join CFS and Quincy 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

 

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-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!

 

Established in 1937, Quincy Credit Union has over $647 million in assets and more than 34,000 members. Quincy Credit Union is headquartered in Quincy and is the 21st largest credit union in the state of Massachusetts. It is also the 530th largest credit union in the nation. To learn more, visit www.qcu.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=3800566

 

EOE

 

**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

 

This position is currently accepting applications.

Apply Now




 


 
Click here for technical assistance.