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Title

Licensed Financial Advisor - MyUSA Credit Union 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - MyUSA Credit Union  
Location MyUSA Credit Union - Dayton, OH  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of MyUSA Credit Union in the Dayton, OH area.

When you join CFS and MyUSA Credit Union, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients’ needs
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 19-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. We invite you to join our winning team!

MyUSA was formed with the successful partnership of MidUSA Credit Union, originally formed in 1934 by a group of Armco Steel workers who desired a better local alternative for their banking, and Heartland Federal Credit Union, originally the Dayton Telco Employees Federal Credit Union. From these humble beginnings on the shop floor and telco switching stations to a thriving $350 million credit union serving over 25,000 members, MyUSA has always held member trust and confidence close to heart. Focusing on leading the membership toward financial success and providing expanded service and support have been hallmarks of MyUSA’s proud combined 170-year history. To learn more about MyUSA Credit Union, please visit https://www.myusacu.com.

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63 (65 or 66 preferred) and Insurance license

  • 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 designation preferred (CFP)

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=4032873???????

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 not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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