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Financial Advisor
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Full-time
- Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a
- As our Financial Advisor, you will have direct and indirect communication with assigned clients and members to identify and recommend individually tailored financial planning strategies, while utilizing and selling appropriate investment and insurance products available through CUSO Financial Services, L.P. (CFS).
- Accurately document and timely submit all product sales activity within the CFS advisor and client platform.
- This includes submitting materials for broker-dealer compliance approval prior to use.
- Licenses and Registrations: MA certified Life, Accident, & Health Insurance license and current FINRA Series 6, 63 & 65; or Series 7 & 66 licenses.
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