Licensed Financial Advisor

CUSO Financial Services, L.P.
West Haven
Oct 05, 2017
Oct 25, 2017
Employer Type
Direct Employer
Employment Type
Full Time
DivisionCUSO Financial Services, L.P. PositionLicensed Financial Advisor - USALLIANCE Financial LocationUSALLIANCE Financial - West Haven, CT Full-Time/Part-TimeFull-Time Description

Join a Winning Team!

CUSO Financial Services, LP. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of USALLIANCE Financial in the West Haven, CT area.

When you join CFS and USALLIANCE Financial, you enjoy numerous benefits:

* Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within the local community. Branch referral program in place.

* Large opportunity: Easily tap into the credit union's member base to find new clients both from five assigned branches in CT and NYC as well as members in surrounding communities or Strategic Employer Groups (SEGs).

* No proprietary products: Recommend and sell whatever products are in the best interest of your clients

* Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

* Tomorrow's technology: Use efficient tech tools such as online systems, WebEx capabilities, DocuSign, and mobile apps to become more efficient. Ability to transact business fully remote from start to finish.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 20-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

Established over 50 years ago, USALLIANCE Financial has over $1 billion in assets and more than 90,000 members. At USALLIANCE Financial we've connected to our members' dreams with the products and tools needed to help make those dreams a reality. To learn more, visit

Position Requirements

* Licenses and Registrations: FINRA Series 7, 66 or (63 and 65) and Insurance license

* Clean U-4 and Background

* Two or more years of sales experience in the financial services industry. Bank or Credit Union experience a plus.

* Understanding of Financial planning concepts and/or Certified Financial Planner (CFP) designation a plus

* Strong ability to leverage technology tools required.

For immediate consideration, apply online at:


Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. Visit: .

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