1-3 years of experience
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Employment Type:
Full time
Job Category:
Licensed Financial Advisor
(This job is no longer available)
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Job Description

DivisionCUSO Financial Services, L.P. PositionLicensed Financial Advisor - Charlotte Metro Credit Union LocationCharlotte Metro Credit Union - Charlotte, NC Full-Time/Part-TimeFull-Time Description

Join a Winning Team at Charlotte Metro Credit Union!

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, 20 year track record of serving the investment needs of credit unions and their members.

CUSO Financial Services, L. P. is seeking a Financial Advisor for Charlotte Metro Credit Union in the Charlotte, NC area.

Our Financial Advisors work in tandem with Charlotte Metro Credit Union 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.

Charlotte Metro's mission is to remain the trusted financial services leader that returns its profits to members through exceptional rates, services and accessibility. Today CMCU has over $400 million in assets with over 50,000 members. The credit union is currently open to anyone who lives, learns, works or worships in Cabarrus, Gaston, Iredell, Lincoln, Mecklenburg, Rowan and Union Counties in North Carolina; York, Lancaster, and Chester Counties in South Carolina. CMCU actively seeks new members with competitive deposit and lending rates while operating twenty-four ATM's and seven branches. To learn more, visit www.cmcu.org.

Position Requirements

* Licenses and Registrations: NASD/FINRA Series 7, 63 & 65 or 66. Life, Accident, Health & Insurance licenses.

* Clean U-4

* 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 the credit union.

* College Degree preferred

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=1722660

CUSO Financial Services, L.P. offers 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.

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


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About CUSO Financial Services, L.P.

Established in 1996, CUSO Financial Services, LP is headquartered in San Diego and has more than 75 credit union users, including 25 of the top 100 credit unions in the country. With branch offices located nationwide, and more than 300 licensed representatives, CFS is a full-service brokerage firm and registered investment advisor offering investment and insurance products to credit unions and their service organizations.