Share Email Opening
Title

Licensed Financial Advisor - General Electric Credit Union 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - General Electric Credit Union  
Location General Electric Credit Union - Mason, OH  
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 growing and adding a Licensed Financial Advisor at General Electric Credit Union in Mason, OH.

General Electric Credit Union (GECU) was chartered in 1954 for the employees of General Electric Aircraft Engines.  Since then, we've grown into one of the largest credit unions in the State of Ohio serving Credit Union now serves approximately 98,000 members with an asset size of over $1.3 billion.  To learn more about General Electric Credit Union, visit www.gecreditunion.org.

Representatives are employed by 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 http://www.cusonet.com/'id=65.

For immediate consideration, please apply online at: https://www.appone.com/MainInfoReq.asp'R_ID=660050

EOE 

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement  Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management

 
Position Requirements
  • 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
 

This position is currently not accepting applications.

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




 


 
Click here for technical assistance.