Title

Licensed Financial Advisor - Motion Federal Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - Motion Federal Credit Union  

Location Motion Federal Credit Union - Linden, NJ  

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 Motion Federal Credit Union in Linden, NJ.

Motion FCU is a progressive and growing $85-million-dollar credit union that is celebrating its 78th year in business and poised for additional expansion.  As the eighteenth oldest credit union in the country, Motion is a not-for-profit, member-owned, volunteer-directed financial cooperative, that provides sound, customized banking solutions for member/owners and their families.  Leading Fortune 500 companies such as ExxonMobil, ConocoPhillips and DuPont TRUST Motion Federal Credit Union to deliver financial services to their employees through credit union membership.  To learn more about Motion Federal Credit Union, please visit www.motionfcu.org.

 

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 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.

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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