Financial Services Professional

1 month ago


Wilmington, North Carolina, United States Atria Wealth Solutions Full time
Job Opportunity

CUSO Financial Services, LP is seeking a skilled Financial Advisor to provide investment services for members of Northern Credit Union in the North Country NY area.

As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market conditions and financial products.

Required qualifications include an active Series 7, 63/65 (or 66) licenses, clean U-4 and Background, and two or more years of sales experience in the financial services industry.

Desired qualifications include an undergraduate degree in Business, Finance, or related field, Certified Financial Planner (CFP) designation, and experience delivering high-quality service in a financial institution environment.

CUSO Financial Services, LP 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 are committed to supporting and contributing to a team-oriented culture and are looking for a self-motivated and enthusiastic individual to join our team.



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