Licensed Financial Advisor - America First Credit Union - Phoenix AZ
Company: CUSO Financial Services, L.P.
Location: Tempe
Posted on: May 15, 2022
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Job Description:
Division CUSO Financial Services, L.P. Position Licensed
Financial Advisor - America First Credit Union - Phoenix AZ
Location America First Credit Union - Tempe, AZ Full-Time/Part-Time
Full-Time Description
Join a winning team at America First Credit Union!
We are growing and need to add a Licensed Financial Advisor at
America First Credit Union in the Phoenix, AZ markets!
America First is one of the largest, most stable, and most
progressive credit unions in the country, and has remained a
member-owned, not-for-profit cooperative financial institution
since its inception over seven decades ago. America First serves
over 1.4 million members with more than $12 Billion in assets. To
learn more about America First Credit Union, visit
www.americafirst.com.
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, 25 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.
When you join CFS, you enjoy numerous benefits:
* Warm leads: Partner with branch staff and enjoy warm leads,
referrals, and already-established credibility
* Large opportunity: Easily tap into the credit union's member base
to find new clients
* No proprietary products: Recommend and sell whatever products
best meet your clients' needs
* Built for you: we help you grow your business by combining
accessible, responsive leadership with advisor-centric tools and
technology
Position Requirements
Qualified candidates must have:
* FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident,
Health & Insurance licenses
* Clean U-4
* Certified Financial Planner (CFP) 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
www.cusonet.com.
Financial advisors are employed by America First Credit Union and
registered through CFS (Member FINRA/SIPC). To learn more about
CUSO Financial Services, L.P. visit www.cusonet.com.
EOE
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