Investment Representative

Do you have the vision to see opportunity that others cannot?

CUSO Financial Services, L.P. (“CFS”) is adding staff and has an Investment Representative position available at Maps Credit Union in Salem, OR.

As the premier financial institution of choice in Salem, OR, Maps Credit Union maintains greater than $400 million in deposits, represented through more than 45,000 members. CFS, in partnership with Maps, is looking for the right person to join the Investment Services Team who has the proven ability to help take this program to new heights in terms of member service and productivity.

Do you enjoy being part of a team and building long term relationships?

Maps has been serving the Salem community for over 75 years. We strive to create a corporate culture of service and innovation and take great pride in recognizing and meeting the changing needs of those we help. We offer a competitive compensation package including employer paid benefits and a generous 401(k) program. To learn more about Maps, visit www.mapscu.com.

With regards to this particular position: the successful candidate will have a bachelor’s degree in Business or Insurance (or equivalent investment industry experience) and 2-5 years proven financial services industry success.  Other qualifications include:  proven customer relationship and business development skills; exceptional verbal and written communication and interpersonal skills, presentation/public speaking capability, and demonstrated analytical and organization skills.  Also required are NASD series 7, 63 and 65/66 Licenses as well as Oregon Life and Health Insurance Licenses.   LUTCF, CLU, ChFC or CFP designation preferred.  To see more detail about this position and to complete an electronic application visit the careers page on the Maps website (www.mapscu.com/about_careers.html).

Do you want an opportunity to be in control of your income now and in the future?

Over one-third of the CFS affiliated registered representatives generate an average GDC of $540,000 per year. If you have a solid history of doing what is best for your clients and are a proven producer, we’d like you to get to know CFS, Maps Credit Union and the opportunities we offer. To learn more about CUSO Financial Services, L.P. or to see other opportunities available, go to www.cusonet.com.

Representatives are employed by Maps Credit Union and registered through CFS (Member FINRA/SIPC).  CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable 16 year track record of serving the investment needs of some of the nation’s leading credit unions and their members.  We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing.  To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

Posted in Community Impact, Strategic Link.