Licensed Financial Advisor

  • Full-time

Company Description

STCU is a growing regional credit union that is consistently rated one of the top-performing credit unions in the nation, and we have been named as one of Fortune Magazine’s Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members’ lives. We love people who share our passion for integrity, service, innovation, education, people, and celebration.

STCU offers excellent benefits:

  •     Health plan – medical, prescription drug, dental, and vision
  •     Short-term disability insurance
  •     Life insurance and long-term disability insurance
  •     401(k) retirement savings plan
  •     Training and development programs

Job Description

Join a Winning Team!

CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of STCU in the North Idaho geographical regions of the credit union. Territory includes STCU's North Idaho Branches as well as our branch in Newport, Washington.

For immediate consideration, apply online with CUSO Financial Services at: https://www.appone.com/MainInfoReq.asp?R_ID=2471377

When you join CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • 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
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-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!

Qualifications

 

  • Licenses and Registrations: FINRA Series 7, 63 (65 or 66 preferred) and Insurance license
  • Clean U-4 and Background
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
  • Certified Financial Planner or additional professional designation desired.

Additional Information

For immediate consideration, apply online with CUSO Financial Services at: https://www.appone.com/MainInfoReq.asp?R_ID=2471377

Representatives are employed by STCU and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

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