Financial Services Representative
1 day ago
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with market conditions. They will also be expected to educate and update clients about financial and investment vehicles, as well as provide regular feedback to credit union executives and sales managers.
Responsibilities- Develop and implement investment strategies to meet client objectives and goals
- Stay current with market conditions and educate clients on financial and investment vehicles
- Provide regular feedback to credit union executives and sales managers
- Service and perform periodic reviews of existing client accounts
- Remain visible to the public to meet and retain potential new clients
- Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses
- Clean U-4 and Background
- Two (Three) or more years of sales experience in the financial services industry, preferably in a bank or credit union
- Excellent communications skills, both verbal and written
- Commitment to supporting a team-oriented culture
CUSO Financial Services, LP (CFS) is a broker/dealer and RIA with a stable, 25-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 help get you there.
We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit**
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