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Join a Winning Team!
Through its relationship with CUSO Financial Services, L. P. (CFS) Patriot Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member base in Chambersburg, PA, and the surrounding areas.
Established in 1965, Patriot Federal Credit Union has over $700 million in assets and more than 70,000 members. Patriot Federal Credit Union is headquartered in Chambersburg and is the 13th largest credit union in the state of Pennsylvania. It is also the 442nd largest credit union in the nation. To learn more, visit
In this role, the successful candidates key responsibilities will include working with registered representatives in assigning the servicing and transitioning a portion of the client base, conducting regularly scheduled reviews with assigned clients to monitor client progress toward clients goals, and serving as the broker of record for select member client accounts.
The ideal candidate is someone looking to join a small but seasoned group of advisors and develop their necessary skills, ultimately to grow and develop into a Financial Advisor with a book of business and defined branch territory within 2-4 years.
Responsibilities
Qualifications
EOE
**Representatives are employed and registered through CFS (Member / ). To learn more about CUSO Financial Services, LP. visit .
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. Were ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
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Full Time
$57k-71k (estimate)
05/02/2024
05/15/2024
atriawealth.com
New York, NY
25 - 50