Join a winning team at Salal Credit Union

　　CUSO Financial Services, LP (CFS) in its relationship with Salal Credit Union, is looking to add a Financial Advisor to work remotely in their Washington market, ideally based in Seattle or elsewhere within the Western part of Washington state.  This new Financial Advisor will work primarily remotely and get referrals from the 'Member Outreach' team who are tasked with welcoming new members, deepening relationships, and uncovering cross selling opportunities. This advisor will not be based in a specific branch but will also have the opportunity to work overflow referrals from the credit union’s branch network.

　　Salal Credit Union was founded in Seattle as a not-for-profit financial institution by Group Health employees in 1948 and was originally named Group Health Credit Union. We exclusively served employees of Group Health and select employee groups until our charter opened in 2003, allowing anyone who lives or works in Washington State to become a member. Over the years, our membership grew more diverse. In 2010 we changed our name to Salal Credit Union.

　　Salal is now one of the larger credit unions in Washington State with more than $1.2 billion in assets and over 45,000 members. Based in Seattle, WA, we have branches in First Hill, Northgate, Bellevue, and Tukwila. We are a full-service financial institution predominantly serving residents of Washington State. Through our business and indirect lending program, we also service members in other states.

　　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. Meets regularly with Program Manager and trains, if necessary, with Program Manager.

　　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.)

　　Qualified candidates must have:

　　FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses

　　Clean U-4

　　Certified Financial Planner (CFP) designation preferred

　　Two+ years sales experience in the financial services industry, preferably in a bank or credit union

　　Customer service, communication, and presentation skills

　　An advanced level of performance, requiring minimum supervision

　　Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution

　　College Degree preferred

　　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. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships.

　　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 .

　　**Financial advisors are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

　　EOE

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