Financial Services Professional
23 hours ago
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.
About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and providing regular feedback to branch employees and credit union executives.
Responsibilities- Identify and evaluate customer needs for financial services and develop investment strategies to implement.
- Stay current on market conditions and educate clients on financial and investment vehicles.
- Drive investment and program integration initiatives with credit unions and assigned banks.
- Service and perform periodic reviews of existing client accounts and meet with clients to review and update client needs.
- Remain visible to the public to meet and retain potential new clients for CFS.
- 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, necessary to provide exceptional service to all members/clients.
CUSO Financial Services, LP (CFS) offers credit union members full-service financial planning and investment advice. 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.
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Financial Services Professional
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