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Title

Financial Advisor Associate  

Division CUSO Financial Services, L.P.  
Position Financial Advisor Associate - Day Air Credit Union  
Location Day Air Credit Union - Kettering, OH  
Full-Time/Part-Time Full-Time  
Description

 

Join a Winning Team!

 

Through its relationship with CUSO Financial Services, L. P. (CFS) Day Air Credit Union is seeking a Financial Advisor Associate to partner with our established Financial Advisor in the Montgomery County, OH area to help service and expand existing business.

 

When you join CFS and Day Air 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, 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!

 

With assets over $551 million, and over 45,000 members, Day Air Credit Union continues to strive to help each individual member meet their personal financial goals. We want our community and our members to think of their credit union first for all their financial needs. To learn more, visit us at https://www.dayair.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=3823731

 

EOE

 

**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

 

 

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This position is currently accepting applications.

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