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Financial Advisor

San Diego, CA

Our client is a leading financial institution, and has an exciting career opportunity for a Financial Advisor in Los Angeles, CA.  For more information, and to apply online, visit www.CUhire.com.

Isn’t it time you used your expertise as a financial advisor in an environment where the focus is on the client?

CUhire has been retained by our client who is seeking licensed financial professionals to join their team. They are a $14.6 Billion organization with over 70 years of successfully partnering with credit unions to help them to compete via a variety of products and services. MEMBERS Financial Services is an innovative program that provides full financial planning services to the members of credit unions. As a Financial Advisor with them, you have an excellent opportunity to establish, maintain and develop relationships with the members of the credit union to identify their financial goals, providing both profitability and protection to those members.

Here's what they offer:

  • Captive audience of Credit Union members
  • Competitive compensation, benefits (including multiple medical coverage options) matched 401k, company funded pension plan, and more
  • Continuing education opportunities
  • No overhead or office space
  • Marketing support
  • Seminar and workshop presentations to the Credit Union members
  • Opportunities to work closely with branch staff for training / coaching and referral generation
  • Full legal, compliance, and back office support
  • Complete brokerage menu
  • Administrative support

Here's what you need to bring to the table:

  • Experience within the financial services industry - interacting with clients and meeting their financial needs
  • NASD Series 6,7,65 and/or 66 (and Series 63 in states where required)
  • State Life/Health licenses
  • Ability and willingess to CFP, ChFC, or CLU designation

It's time to differentiate yourself as a professional within the financial services industry.

Learn more and apply online at www.CUhire.com

Tags: Financial Advisor, Financial Planner, Series 7

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