Join a Winning Team and Impact People’s Lives!
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area.
Harvard University Employees Credit Union aspires to be a trusted partner in our members’ financial lives. We add value to membership by offering the best possible price, the highest quality personal service, and sincere, sound advice.
The Credit Union, which has grown to over $1 billion in assets and more than 52,000 members, seeks to be known as a community leader and to deepen its long-standing commitment to housing issues, green initiatives, financial literacy, and access to credit for low and moderate-income borrowers.
The Credit Union works toward transformational growth and change without relinquishing the core values we hold today. We are a not-for-profit cooperative which exists solely for the best interest of our members. We value integrity and responsibility in all of our actions. We strive to enhance our communities and create solutions for social, environmental and economic issues.
By partnering with CUSO Financial Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds, a regionally focused financial institution with an engaged member base complemented by large scale broker-dealer with nationwide scope. Your in-depth knowledge of financial planning and investments, in addition to your client-centric service philosophy, will allow you to coordinate, communicate, advise, and execute plans for credit union Member’s long term financial needs. Covering specified branches, Financial Advisors can partner with branch staff to identify those Members in need of help. Your individual focus on your clients and their needs for financial products and services will be conducted at the highest level of integrity and genuine care for your clients’ financial success.
As a Financial Advisor your responsibilities include, but are not limited to, the following:
Required Qualifications:
Desired Qualifications
CFS (Member FINRA/SIPC) 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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**Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.