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Financial Advisor
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- Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Pasco, WA area.
- You'll be an employee of STCU and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).
- Securities industry licenses are held by CFS and MTC. Core Job Requirements/Outcomes Develop and maintain long-term relationships based on trust and respect for clients, employees, and members by meeting regularly with clients, conducting branch trainings/coaching, maintaining consistent office hours at designated branches, and maintaining branch and partner line relationships.
- Other Essential Functions Represent STCU and CUSO Financial Services (CFS), L.P. appropriately at all times according to NCUA guidelines in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
- FINRA Series 65 or 66 preferred.
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