Licensed Financial Advisor

Lynn Russo Whylly's picture

The University of Kentucky Federal Credit Union is growing, and have a Financial Advisor position available in Lexington, KY.

About the Job

Join a Winning Team at University of Kentucky Federal Credit Union!

In January of 1937, a group of Agriculture College Employees from the University of Kentucky decided to form a credit union that would provide themselves and their co-workers with a better place to save and borrow money.​ Through their efforts, the University of Kentucky Federal Credit Union was founded.​

Many things have changed over the years, but the one constant that has remained is our commitment to the credit union philosophy of “people helping people.​”

University of Kentucky FCU’s assets are approximately $422 million with over 47,000 members.​ As a Financial Advisor, you become part of the credit union environment providing investment and retirement services to members while building relationships.​  We aspire to maintain high standards in providing our members with the comprehensive financial and investment services needed to help achieve their long term goals, and are looking for the right person to take this program to new heights in terms of member service and productivity.​  To learn more, visit us at http://www.​uky.​edu/​UKFCU .​

Qualified candidates must have:

  • Licenses and Registrations: NASD/​FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.​

  • Clean U-4

  • Certified Financial Planner designation preferred

  • Two+​ years sales experience in the financial services industry, preferably in a Bank or Credit Union

  • Experience in Retirement Services doing Rollovers and 401K business

  • 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 the credit union.​

  • College Degree preferred

For immediate consideration please apply online at: http://cfs-spf-services.​com/​cfs_employment

Representatives are employed and registered through CUSO Financial Services, L.​P.​ (Member FINRA/​SIPC).​ 

CUSO Financial Services, L.​P.​ is a broker/​dealer and RIA with a stable, 15 year track record of serving the investment needs of some of the nation’s leading credit unions and their members.​  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.​


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