Licensed Financial Advisor
CUSO Financial Services, LP - Tacoma, WA

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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 growing and adding a Licensed Financial Advisor at TAPCO Credit Union in Tacoma, WA .

TAPCO was honored to learn we had been voted the Best Credit Union in Tacoma by Tacoma Weekly readers for the second year in a row. While striving to improve the quality of products and services for over 24,000 members, TAPCO is also dedicated to supporting several local community events and projects during the year. To learn more about TAPCO Credit Union, please 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
Representatives are employed by and registered through CFS (Member FINRA / SIPC ). 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 .
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CUSO Financial Services, LP - 16 months ago - save job - block
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About this company
CFS is managed by experienced securities industry professionals. We offer technology systems, analysis and marketing materials to support...