Through its relationship with CUSO Financial Services, L. P. (CFS) Day Air Credit Union is seeking a Financial Advisor Associate to partner with our established Financial Advisor in the Montgomery County, OH area to help service and expand existing business.
When you join CFS and Day Air Credit Union, you enjoy numerous benefits:
- Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
- Large opportunity: Easily tap into the credit union’s member base to find new clients
- No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
- Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there. We are led by visionary financial services leaders who see farther. We are 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!
With assets over $520 million, and over 46,000 members, Day Air Credit Union continues to strive to help each individual member meet their personal financial goals. We want our community and our members to think of their credit union first for all their financial needs. To learn more, visit us at https://www.dayair.org.
Desired Qualifications:
- Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses
- Clean U-4 and Background
- Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
- Certified Financial Planner (CFP) designation preferred
For immediate consideration, apply online here.
EOE
**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.
Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7
Day Air Credit Union is currently seeking qualified candidates for a full-time Member Service Center Representative position. Training is provided to assist you in learning about all of the products and services offered by Day Air. With this knowledge, you will help our Members to enhance their financial well-being by offering appropriate products and services to meet Members’ needs, and conduct financial transactions. A high school diploma, prior customer service and/or sales experience, and the desire to help others are required for the position. A competitive salary and benefits package will be provided to successful candidates. If you like to work in a friendly, relaxed but fast-paced environment, this job may be for you! Please apply online at
here.
Day Air Credit Union is currently seeking qualified candidates for full-time Teller/Service Representative positions. Training is provided to assist you in learning about all of the products and services offered by Day Air. With this knowledge, you will help our Members to enhance their financial well-being by offering appropriate products and services to meet Members’ needs, and conduct financial transactions. A high school diploma, prior customer service and/or sales experience, and the desire to help others are required for the position. A competitive salary and benefits package will be provided to successful candidates. If you like to work in a friendly, relaxed but fast-paced environment, this job may be for you! Please apply online at
here.