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CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. ... financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor,...
standards in providing our members with the comprehensive financial and investment services needed to help achieve ... * Clean U-4 * Certified Financial Planner designation preferred * Two+ years sales experience in the financial services...
and services and by referring Members to Credit Union CUSO products other Credit Union partner vendors. Meets ... Education and Experience: High school graduate. Previous financial industry experience and call center experience...
As a Financial Advisor, you become part of the credit union environment providing investment services to members and bui ... in providing credit union members with the comprehensive financial and investment services needed to help achieve...
delivery channels, and makes referrals for insurance services, investment services and real estate services to ... (CUSO's) including Wescom Insurance Services and Wescom Financial Services. Qualifications/Requirements: EDUCATION...
Union members the full-service financial and investment services needed to help them make smart financial decisions. ... Clean U-4 Certified Financial Planner designation preferred Two years sales experience in the financial services industr...
members with the comprehensive financial and investment services needed to help achieve thei Licenses and ... licenses. Clean U-4 Two years sales experience in the financial services industry, preferably in a credit union or...
identify cross-sell opportunities of other Credit Union and CUSO products and services. Audits loan files to ensure they ... of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with...
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