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Title

Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Captial Credit Union  
Location Capital Credit Union - Fargo, ND  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Through its relationship with CUSO Financial Services, LP (CFS) Capital Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the Fargo, ND area.

When you join Capital 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

Established in 1939, Capital Credit Union has over $6.5M in assets and more than 30,000 members. Capital Credit Union (ND) is headquartered in Bismarck and is the 2nd largest credit union in the state of North Dakota. It is also the 557th largest credit union in the nation. To learn more, visit https://www.capcu.org/

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!

 
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=3892779

 

EOE

**Representatives are employed by Capital Credit Union 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.

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