Title

Licensed Financial Advisor - Franklin Mint 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - Franklin Mint  

Location Franklin Mint Federal Credit Union - King of Prussia, PA  

Full-Time/Part-Time Full-Time  

Description

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members.  Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members.  CFS works exclusively with some of the nation’s largest credit unions.  As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.

CUSO Financial Services, L. P. (“CFS”) is adding a Licensed Financial Advisor at Franklin Mint Federal Credit Union in West Chester, PA.

FMFCU currently has over $700 million in assets and has been providing financial products and services to residents and organizations throughout the Delaware Valley and beyond since 1970. The credit union has more than $700 Million on deposit and more than 78,000 members. CFS with Franklin Mint Federal CU aspire to maintain high standards to provide Credit Union members the full-service financial and investment services needed to help them make smart financial decisions. The credit union is looking for the right person to help build on the success of their investment program and help their members make sound investment choices. To learn more about Franklin Mint Federal Credit Union, go to www.fmfcu.org.

 

Position Requirements

Qualified candidates must have:

  • Licenses and Registrations: NASD/FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.
  • Clean U-4
  • Certified Financial Planner designation preferred
  • Two years sales experience in the financial services industry
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within the credit union.
  • College Degree preferred

We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P. or to see other opportunities available, go to www.cusonet.com.

EOE

 


This position is currently not accepting applications.

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


 


 
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