Experience:
1-3 years of experience
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Employment Type:
Full time
Posted:
11/4/2018
Job Category:
Finance
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In House Licensed Financial Advisor
CUSO Financial Services, L.P. | Harrisburg, Pennsylvania
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Job Description

DivisionCUSO Financial Services, L.P. PositionIn House Licensed Financial Advisor - PSECU - Harrisburg, PA LocationPSECU - Harrisburg, PA Full-Time/Part-TimeFull-Time Description

Join a Winning Team!

CUSO Financial Services, LP. (CFS) is seeking an In House Financial Advisor to provide retirement and investment services for members of PSECU in the Harrisburg, PA area. Our company culture encourages innovation and growth by promoting openness, flexibility and an entrepreneurial spirit.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 21-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

Our In House Financial Advisor is responsible for:

* Works remotely with clients utilizing all of firm's remote delivery tools.
* Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a financial plan which may include an investment strategy to implement.
* Utilizes the CFS/SPF sales process and financial planning tools to collect and analyze client financial information
* Advises customers regarding the advantages and disadvantages of different financial products.
* Services and performs periodic reviews of existing client accounts and meets remotely with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan.
* Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients of particular investments.
* Conducts regular web based client workshops/seminars on various topics (i.e. Social Security, Education planning, Retirement planning, etc.)
* Brings about the purchase or sale of financial product including executing the actual transactions that result from their financial advice. Follows through on the sales goals set forth by the Investment Program. Meets activity and production goals as outlined in Letter of Expectation.
* Develops/updates business plan with Program Manager.
* Identifies and develops relationships with Wholesalers.

Position Requirements

Qualified candidates must have:

* Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident, Health & Insurance licenses
* Clean U-4
* Two years sales experience in the financial services industry
* Customer service, communication and presentation skills
* An advanced level of performance, requiring minimum supervision
* College Degree preferred

For immediate consideration, please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2214743

EOE

Representatives are employed by and registered through CFS and SPF (Member FINRA/SIPC). To learn more about CUSO

Financial Services, LP. visit www.cusonet.com.

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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.

This company profile was created by AfterCollege and is about CUSO Financial Services, L.P.. This page is not endorsed by or affiliated with CUSO Financial Services, L.P.. For questions regarding company profiles, please email: care@aftercollege.com.