Financial Advisor

Financial Advisor Opportunity

Join a winning team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a financial advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. EECU Credit Union is a not-for-profit community credit union with branches in the Dallas / Fort Worth area. Our story began in 1934 in the Fort Worth ISD administration building with the formation of a credit union for teachers and administrators. We were first known as the Fort Worth Teachers Credit Union. In 1976 we changed our name to the Educational Employees Credit Union, eventually becoming more simply known as EECU. We are proud of our heritage of supporting teachers and educators and helping them and their families to sustain and prosper and are proud that we have been able to grow and expand as an organization over the years.

As a financial advisor, your responsibilities include, but are not limited to, the following :

• Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.
• Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and / or completing required continuing education and keeps current on investment products and services offered.
• Drives investment and program integration initiatives with credit union and / or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with financial center managers to identify and leverage cross-sell opportunities.
• Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and / or yearly depending on client needs established by representative.
• Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops / seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)

Required qualifications :

Desired qualifications :

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker / dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable, and efficient financial planning, retirement, investment, and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country.