Diamond Credit Union - Licensed Financial Advisor - Reading, PA
Do you have the Vision to see Opportunity that others can not?
CUSO Financial Services, L. P. (“CFS”) is adding staff and has a Licensed Financial Advisor position available at Diamond Credit Union in the Reading, PA area.
Diamond Credit Union has approximately $360 Million on deposit and more than 40,000 members. CFS with Diamond Credit Union aspire to maintain high standards to provide credit union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and help the credit union members make sound investment choices.
Do you enjoy being part of a team and building long term relationships?
Diamond Credit Union is a Pennsylvania state chartered and federally insured credit union serving Berks County and the Tri-County Region by offering low cost financial services with world class service since 1947. To learn more about Diamond Credit Union, please visit www.diamondcu.org.
Qualified candidate will have:
Licenses and Registrations: NASD Series 7, 63, (65 or 66 preferred) and Life, Accident, Health Insurance license.
College Degree preferred
Certified Financial Planner designation preferred
Clean U-4
Experience: Two years sales experience in the financial services industry
Must possess excellent customer service, communication and presentation skills. Seeking enthusiastic and self-motivated “people-person.”
Exhibit an advanced level of performance, requiring minimum supervision.
Practice high quality service standards in all interactions with customers, prospective customers and personnel, and other departments within the credit union.
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
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