Title

Licensed Financial Advisor - Alliance Credit Union 


Division CUSO Financial Services, L.P.  

Position Licensed Financial Advisor - Alliance Credit Union  

Location Alliance Credit Union - Wilmington, NC  

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 Alliance Credit Union in Wilmington, NC.

Established in 1952, Alliance Credit Union is a member-owned, financial cooperative serving more than 40,000 members in six counties—Santa Clara, San Mateo and Alameda counties in California, and New Hanover, Pender and Brunswick counties in North Carolina. We also serve approximately 400 Community Business Partners (employers) throughout both states by offering exclusive benefits to their employees. ACU maintains nine financial center locations – five in California’s Silicon Valley and four in Wilmington, NC.  To learn more about Alliance Credit Union, please visit www.alliancecreditunion.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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