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First City Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pasadena, CA area.
On September 28, 1937, as America struggled to recover from the Great Depression, a small group of Los Angeles County employees gathered in Room 116 of the downtown Roslyn Hotel on Broadway to make a difference in the lives of their co-workers. By the end of their meeting, they had formed Los Angeles County Employees #11 Federal Credit Union. A month later, at the first Board of Directors meeting, 65 memberships were approved, and $149 in deposits were recorded.
Much has changed since the credit unions founding. From CU #11 to First City, some things never change: like member ownership, volunteer leadership, and a commitment to the highest standards of ethics and quality service. As a credit union, First City Credit Union is a co-operative not-for-profit financial institution, owned and operated by our members. We offer most of the consumer financial services offered by banks. Unlike banks, however, our earnings are returned to members in the form of superior loan and deposit rates, lower fees, and higher quality personalized service.
Today, First City Credit Union is a nation leading 5-star rated credit union with more than $900 million in assets, more than 56,000 members, and is searching for a Financial Advisor to participate in their mission To empower our members financial wellness via advice and advocacy.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
Required Qualifications:
Desired Qualifications
EOE
**Representatives are employed by and registered through CFS (Member /). To learn more about CUSO Financial Services, LP visit .
CFS (Member /) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
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Full Time
$74k-94k (estimate)
04/23/2024
05/11/2024
atriawealth.com
New York, NY
25 - 50
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.