Licensed Financial Advisor Needed at TBA Credit Union in Traverse City
Financial Advisor – TBA Credit Union – Traverse City, MI
TBA Credit Union is seeking a Licensed Financial Advisor to service its member base in Traverse City, MI. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships. We 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, and are looking for the right person to take this program to new heights in terms of member service and productivity.
TBA has grown considerably and now provides a wide range of services to over 10,000 members. Recently, TBA was chartered as a community credit union, allowing us to offer membership to anyone within a five-county area, including Grand Traverse, Leelanau, Antrim, Kalkaska, and Benzie counties. We have, however, never strayed far from our roots. We are committed to our members. Their needs. Their dreams. Their financial futures. It’s why we got started. It’s why we continue. To learn more about TBA Credit Union, visit www.tbacu.com.
Qualified Candidates Must Have:
· Licenses and Registrations: NASD/FINRA Series 7, Series 63, (Series 65 or Series 66 preferred) and Life, Accident, Health & Insurance licenses.
· Clean U-4
· Two years sales experience in the financial services industry, preferably in a credit union or bank
· 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://cfs-spf-services.com/cfs_employment
CUSO Financial Services, LP is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of some of the nation’s leading credit unions and their members. 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., visit www.cusonet.com.
Equal Opportunity Employer
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