Title

Licensed Financial Advisor - Peninsula Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - Peninsula Credit Union  

Location Peninsula Community Federal Credit Union - Poulsbo, WA  

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 Peninsula Credit Union in the Bremerton, WA area.

In 1935, workers from the Rainier Pulp and Paper Company joined together to start what would eventually become Peninsula Credit Union. Our business philosophy is best described by our mission statement: “We listen, we serve, we educate, we care... always.” We are conscious of our roots, mindful of our responsibilities and energized by our potential to aid our members in an increasingly complex financial world. We are involved in our communities and, like you, appreciative of the dramatic beauty and riches of the Olympic Peninsula.  To learn more about Peninsula Credit Union, please visit https://www.pcfcu.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=666104.

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

EOE

 


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.