While this is a remote (work from home) position, candidates will need to reside in the Southern California area, ideally either Los Angeles or San Diego.
Our In-House Financial Advisor is responsible for:
Requirements
Licenses and Registrations: FINRA Series 7, 63 &65, or 66 and Life, Accident, Health & Insurance licenses
EOE
CFS (Member /) is a broker-dealer and RIA with a stable, 25-year 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 get there. We are led by visionary financial services leaders who see farther. We are ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!
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