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Financial Advisor Associate
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Full-time
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patriot Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Chambersburg, PA, and the surrounding areas.
- Established in 1965, Patriot Federal Credit Union has over $700 million in assets and more than 70,000 members.
- Patriot Federal Credit Union is headquartered in Chambersburg and is the 13th largest credit union in the state of Pennsylvania.
- Handle routine member inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and member satisfaction.
- Set up and maintain client files with appropriate information and in accordance with FINRA compliance standards.
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