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Licensed Financial Advisor - Credit Union of Texas 

Division CUSO Financial Services, L.P.  
Position Licensed Financial Advisor - Credit Union of Texas  
Location Credit Union of Texas - Dallas, TX  
Full-Time/Part-Time Full-Time  

Join a Winning Credit Union Team at Credit Union of Texas!           

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 hiring a Licensed Financial Advisor at Credit Union of Texas in the Dallas, TX area.

In 1931, a small group of Dallas teachers applied for a credit union charter. In the beginning, CU of TX's assets totaled only $65! CU of TX now ranks in the top 100 credit unions in the country in asset size. We serve over 145,000 members in all fifty states.  We aspire to maintain high standards to provide Credit Union members the full-service financial and investment services needed to help them make smart financial decisions. The credit union is looking for the right person to help build on the success of their investment program by supporting a top financial advisor.  To learn more about Credit Union of TX, visit

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

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

Equal Opportunity Employer


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