Wealth Management Consultant

2 months ago


Leavenworth, Kansas, United States The Ladders Full time
Become Part of a Leading Financial Team

CUSO Financial Services, L. P. is on the lookout for a Licensed Wealth Management Consultant.
Joining CFS and its partner credit union comes with a host of advantages:
  • Qualified Leads: Collaborate with branch personnel to benefit from qualified leads, referrals, and established trust.
  • Vast Potential: Effortlessly access the credit union's member base to discover new clientele.
  • Independent Solutions: Enjoy the liberty to recommend the most suitable options to meet your clients' financial objectives.
  • Supportive Environment: We are dedicated to your growth, providing responsive leadership along with advisor-focused tools and technology.
CFS (Member FINRA/SIPC) operates as a broker-dealer and Registered Investment Advisor (RIA) with a robust 24-year history of addressing the investment requirements of credit unions and their members. We pave a clear route towards the future of wealth management, characterized by open-minded adaptability, senior-level access, and cutting-edge technology. Our leadership comprises visionary figures in financial services who possess foresight. We are recognized among the top broker-dealers in the sector, collaborating with leading financial institutions nationwide. We welcome you to be part of our successful team.

Frontier Community Credit Union has been dedicated to serving military personnel and their families for decades. Over the years, the credit union has expanded its offices, increased its workforce, and broadened its operational hours, all while growing its assets significantly. To learn more about Frontier Community Credit Union, please visit our website.

Desired Qualifications:
  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses.
  • Clean U-4 and Background.
  • Minimum of two years of sales experience in the financial services sector, ideally within a banking or credit union environment.
  • Certified Financial Planner (CFP) designation is preferred.
EOE

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

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