Title

Licensed Financial Advisor - KEMBA Financial Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - KEMBA Financial Credit Union  

Location KEMBA Financial Credit Union - Columbus, OH  

Full-Time/Part-Time Full-Time  

Description

Join a Winning Credit Union Team at KEMBA Financial Credit Union!

KEMBA Financial Credit Union was founded in 1933 as the credit union for the employees of The Kroger Company. In fact, KEMBA stands for Kroger Employee Mutual Benefits Association.  It has been more than 75 years since KEMBA's humble beginnings in a small office inside the Kroger Bakery. Yet, KEMBA's purpose remains the same: promoting thrift and providing credit. Enriching the financial lives of those we have the privilege to serve is our mission. Doing so in a sound manner, for both our members and the cooperative is our practice.
 

We are growing, and have a Financial Advisor position available in Columbus, OH

KEMBA's assets are approximately $750 million and with over 65,000 members, KEMBA's future looks prosperous.  As a Financial Advisor, you become part of the credit union environment providing investment and retirement services to members while building relationships.  We aspire to maintain high standards in providing our members with the comprehensive financial and investment services needed to help achieve their long term goals, and are looking for the right person to take this program to new heights in terms of member service and productivity.  To learn more, visit us at www.kemba.org.

 

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
  • Five years sales experience in the financial services industry, preferably in a bank or credit union
  • Experience in Retirement Services doing Rollovers and 401K business
  • 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 the credit union.
  • College Degree preferred

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=724105

Representatives are employed and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). 

CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of some of the nation’s leading credit unions and their members.  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 www.cusonet.com.

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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