Financial Advisor

3 months ago

Leavenworth, United States Atria Wealth Solutions Full time
Job DescriptionJob DescriptionJoin a Winning Team

CUSO Financial Services, L. P. is seeking a Licensed Financial Advisor in the Leavenworth, KS area.
When you join CFS and Frontier Credit Union, you enjoy numerous benefits:
  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are led by visionary financial services leaders who see farther. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team

Frontier Community Credit Union serving personnel at Fort Leavenworth and their families, was chartered on April 6, 1954. Over the next 50 years, the credit union moved and added offices, increased staff, expanded hours of operation, products and services – all while growing to more than $175 million in assets. To learn more about Frontier community Credit Union, visit www.frontierccu.org. 

Desired Qualifications:
  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses
  • Clean U-4 and Background
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
  • Certified Financial Planner (CFP) designation preferred

EOE

**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7
 

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