Title

Licensed Financial Advisor - NASA Federal Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - NASA Federal Credit Union  

Location NASA Federal Credit Union - Falls Church, VA  

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.  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. is adding a Licensed Financial Advisor at NASA Federal Credit Union in the Falls Church, VA / Washington, DC area.

NASA Federal Credit Union's core purpose - to empower people to achieve a brighter financial future - is the driving force that supports the success of our members.  Our history started in 1949 when seven employees received approval for a credit union charter to begin serving employees of NASA. Today, the same great benefits of credit union membership that were once only available to the employees and families of those employed at NASA are now enjoyed by nearly 80,000 individuals. To learn more about NASA Federal Credit Union visit www.nasafcu.com.

 

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, preferably in a bank or credit union
  • 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 a financial institution
  • College Degree preferred

Representatives are employed by NASA Federal Credit Union and registered through CFS (Member FINRA/SIPC).  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., 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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