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Licensed Financial Advisor (Registered Investment Representative)

Company: SESLOC Federal Credit Union
Location: San Luis Obispo
Posted on: May 7, 2022

Job Description:

SESLOC Federal Credit Union, through its partnership with CUSO Financial Services, L. P. (CFS), is seeking a Licensed Financial Advisor to provide retirement and investment services to its member base in the San Luis Obispo County and Northern Santa Barbara County (Santa Maria) areas.When you join SESLOC Federal Credit Union and CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • Large opportunity: Easily tap into the credit union's member base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients' needs
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1Required Qualifications:
    • Licenses and Registrations: FINRA Series 7, 63 (65 or 66 preferred) and Insurance license
    • Clean U-4 and Background
    • One or more years of sales experience in the financial services industry, preferably in a bank or credit union
    • College degree preferred
    • Access to a personal vehicle, valid and active driver license and insurancePosition will be based out of San Luis Obispo but will travel to all 5 local branches to meet with members.To apply, submit a completed SESLOC application, cover letter and resume:EOERepresentatives are employed by SESLOC Federal Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit

Keywords: SESLOC Federal Credit Union, San Luis Obispo , Licensed Financial Advisor (Registered Investment Representative), Accounting, Auditing , San Luis Obispo, California

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