Join a Winning Team!
CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Educational Employees Credit Union (EECU) in the Ft. Worth, TX area.
Established in 1934, EECU has over $2.9 billion in assets and more than 250,000 members. EECU believes in helping their neighbors across many communities is a prerequisite for being a premier financial institution. These efforts didn’t go unnoticed. EECU was named “Best Bank/Credit Union in Ft. Worth” by the Fort Worth Star Telegram. EECU has also been awarded the “Corporate Philanthropy Award” for a small employer by the Fort Worth Business Press. EECU was also selected “Business of the Year” by the Kennedale, Southlake and White Settlement Chambers of Commerce. To learn more, visit eecu.org
When you join CFS and EECU, 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, 22-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!
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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
For immediate consideration, apply online at: link will be added
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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