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Title

Licensed Financial Advisor - Ventura County Credit Union 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Ventura County Credit Union  
Location Ventura County Credit Union - Ventura, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

 

Ventura County Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the Oxnard, CA area.

Established in 1950, Ventura County Credit Union has over $900 million in assets and more than 77,000 members. Ventura County Credit Union takes pride in helping their members reach their financial goals and achieve financial well-being.To learn more, visit www.vccuonline.net

When you join Ventura County Credit Union and CFS, 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
  • 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, 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.  CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable 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 help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

 
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
  • Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program 

For immediate consideration, apply online at: (Insert link to apply)

 

EOE

 

**Representatives are employed by Ventura County Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

 

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This position is currently accepting applications.

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