USAlliance Federal CU - Licensed Financial Advisor - Boston, MA
Join a Winning Credit Union Team!
It all began with a vision: to provide a credible, value-added, and credit union owned investment platform. Today, CUSO Financial Services (CFS) manages more than 100 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable and efficient financial planning, retirement, investment and insurance solutions to boost the credit union financial well-being.These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country. To learn more about CUSO Financial Services, visit www.cusonet.com.
USAlliance Federal Credit Union, has experienced a history of terrific growth and change since its inception, while always focusing on providing exemplary service to its members/owners. USAlliance Federal Credit Union has over $753 Million on deposit and more than 48,000 members. To learn more about USAlliance Federal Credit Union, visit www.usalliance.org.
Financial Advisor – USAlliance Federal Credit Union - Boston, MA
CUSO Financial Services, L.P. and USAlliance Federal Credit Union are seeking a Licensed Financial Advisor with strong communication and customer service skills. The advisor will build on the success of the Credit Union’s investment program and help members make sound investment choices. Advisors are provided with a supportive back office staff and fully supportive Credit Union staff, tomorrow’s technology, and a proprietary database for client information.
· Licenses and Registrations: NASD/FINRA Series 7, Series 63, (Series 65 or Series 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 a bank or financial institution.
· College Degree preferred
For immediate consideration please apply online at: http://168.215.208.10/cfsapplication
Equal Opportunity Employer
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