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Financial Advisor
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Full-time
- CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area.
- Harvard University Employees Credit Union aspires to be a trusted partner in our members' financial lives.
- The Credit Union, which has grown to over $1 billion in assets and more than 52,000 members, seeks to be known as a community leader and to deepen its long-standing commitment to housing issues, green initiatives, financial literacy, and access to credit for low and moderate-income borrowers.
- By partnering with CUSO Financial Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds, a regionally focused financial institution with an engaged member base complemented by large scale broker-dealer with nationwide scope.
- Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
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