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Licensed Financial Advisor - Clackamas Community Federal Credit Union 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Clackamas Community Federal Credit Union  
Location Clackamas Community Federal Credit Union - Oregon City, OR  
Full-Time/Part-Time Full-Time  

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 Clackamas Community Federal Credit Union.

Clackamas Community Federal Credit Union has experienced a history of terrific growth and change since its inception, while always focusing on providing exemplary service to its members/owners with a mission of “promoting the financial success of our members."  Clackamas Federal Credit Union has approximately $216 Million in assets and more than 26,000 members. To learn more about Clackamas Community Federal Credit Union, please visit

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

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.

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