CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area.
Los Angeles Police Federal Credit Union (LAPFCU) is a financial institution created by the Los Angeles Police family for the police family. LAPFCU has proudly served law enforcement employees and their families since 1936 and serves over 45,000 members with more than $1.3 billion in assets.
As a Financial Advisor, your responsibilities include, but are not limited to, the following:
- Identifies and evaluates customer needs for financial services, assesses the objectives and goals of the individual, then develops an investment strategy to implement.
- Stays current on market conditions and educates themselves about financial and investment vehicles, including tax and securities consequences to clients. Attends training and/or completes required continuing education.
- Drives investment and program integration initiatives with the credit union and/or assigned bank program, including branch personnel training.
- Services and performs periodic reviews of existing client accounts and meets with clients to ensure investment objectives are progressing according to plan.
- Remains visible to the public to retain potential new clients, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.).
Required Qualifications:
- Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health 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.
- Excellent communication skills, both verbal and written, to provide exceptional service and promote the investment program.
- Commitment to supporting a team-oriented culture.
Desired Qualifications:
- Undergraduate Degree in Business, Finance, or related field.
- Certified Financial Planner (CFP) designation.
- Experience delivering high-quality service in all interactions within a financial institution environment.
- An advanced level of performance and work ethic requiring minimum supervision.
EOE
**Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.
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