Job: UMassFive College Federal CU Licensed Financial Advisor - Hadley, MA

Jobing Description

UMassFive College Federal CU Licensed Financial Advisor - Hadley, MA

Now More Than Ever is the time to join CFS

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, 14 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.

CFS works exclusively with some of the nation s leading credit unions. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.

We are adding staff and have a Financial Advisor position available in the Hadley, MA area.

Do you want an Opportunity to be in control of your income now and in the future?

UMassFive College Federal Credit Union (UMass)has over $330 million on deposit and more than 25,000 members. We, along with UMass, aspire to maintain high standards in providing credit union members with the comprehensive financial and investment services needed to help achieve their long term goals. We are looking for the right person to take one of our top programs to new heights in terms of member service and productivity. Visit us at www.umassfive.org.

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

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

Do you enjoy being part of a team and building long term relationships?

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. or to see other opportunities available, go to www.cusonet.com.

** For immediate consideration please apply online at: http://168.215.208.10/cfsapplication

EOE

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