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Licensed Financial Advisor 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Altura Credit Union  
Location Altura Credit Union - Rancho Mirage, CA  
Full-Time/Part-Time Full-Time  

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, 16 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 seeking a Licensed Financial Advisor for Altura Credit Union in the Rancho Mirage, CA area.

Altura Credit Union has over $689 Million on deposit and almost 85,452 members.  We, along with Altura Credit Union, aspire to maintain high standards in providing credit union members with the comprehensive financial and investment services needed to help achieve their long term goals. We are looking for the right person to take this program to new heights in terms of member service and productivity.  Altura Credit Union has a long history of serving the Riverside County area.  To learn more about Altura Credit Union, visit

Position Requirements

Qualified candidates will have:

  • Licenses and Registrations: FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health Insurance license. Clean U-4
  • Experience: Two years sales experience in the financial services industry, preferably a credit union or bank
  • College Degree preferred
  • Certified Financial Planner designation preferred
  • Must possess excellent customer service, communication and presentation skills. Seeking enthusiastic and self-motivated “people-person.”
  • Exhibit an advanced level of performance, requiring minimum supervision.
  • Practice high quality service standards in all interactions with customers, prospective customers and personnel, and other departments within the credit union.

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

For immediate consideration please apply at:

Equal Opportunity Employer


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