Title

Licensed Financial Advisor - Mission Federal Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - Mission Federal Credit Union  

Location Mission Federal Credit Union - Mission Valley, San Diego, CA  

Full-Time/Part-Time Full-Time  

Description

Join a winning team at Mission Federal Credit Union!

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 Mission Federal Credit Union in the San Diego, CA area.

Mission Federal Credit Union is a local financial services leader in the San Diego Community, serving over 160,000 members. Established in 1961, Mission Fed continues to grow, with more than $2 billion in assets, and over 400 employees. We believe not only in service to members, but to our community as well. At Mission Fed, you have the opportunity to make a difference in the lives of San Diegans through our participation in community service. Learn more about Mission Federal at

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

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=662548

EOE

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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


 


 
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