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SUMMARY
USA for UNHCR is seeking a highly motivated and experiencedPlanned Giving Officer (PGO) to join our dynamic PrivatePhilanthropy team. As a PGO, you will play a crucial role inbuilding and maintaining relationships with planned giving donorsand prospects to secure significant future financial support forUNHCR's humanitarian efforts worldwide. Reporting to the SeniorManager, Planned Giving, you will contribute to the organization'smission of providing life-saving assistance and protection torefugees and displaced persons around the globe.
The Planned Giving team at USA for UNHCR has an aggressive3-year plan to secure a significant number of hand-raisers(substantively interested prospects for planned giving) to grow theplanned giving program into a mature and predictable revenue streamfor UNHCR. The PGO manages a qualified portfolio of individualplanned gift donors/prospects, works in collaboration with the teamto meet the team hand-raiser goal, and contributes toward thePrivate Philanthropy team revenue goal through the stewardship andadministration of realized bequests.
ESSENTIAL DUTIES AND RESPONSIBILITIES
<ul>
<li>Moves individual planned giving donors and prospects throughthe stages of engagement through in-person visits, videoconferencing, and telephone calls.</li>
<li>Works collaboratively with the Major Gift team to provideservice and information to donors and prospects during blended giftopportunities.</li>
<li>Works in conjunction with Senior Manager, Planned Giving andDirector of Pipeline Development to identify potential planned giftdonors and secure interest in legacy giving in new and existingrelationships.</li>
<li>Updates CRM (currently Salesforce) with contact reports,engagement plans and tasks to ensure continuity of donor managementand accurate tracking toward goals.</li>
</ul>
<ul>
<li>Works with the Senior Associate, Legacy Giving to createdonor-centered stewardship communications and engagementopportunities for hand-raisers.</li>
<li>Identifies/secures opportunities to raise visibility of andsecure support for USA for UNHCR through increased relationshipswith wealth management and philanthropic advising firms, as well asbusiness and philanthropic leaders.</li>
<li>Take on other tasks as directed by the Senior Manager, PlannedGiving and  Senior Director, Private Philanthropy.</li>
</ul>
QUALIFICATIONS 
<ul>
<li>The requirements listed below are representative of theknowledge, skill, and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilitiesto perform the essential functions.</li>
</ul>
EDUCATION and/or EXPERIENCE 
<ul>
<li>8 years of related experience; Bachelor’s degree.</li>
<li>In lieu of education/degree requirements a successful candidatewill
<ul>
<li>Understand how to collaborate effectively with a variety ofdifferent people and roles.</li>
<li>Be proactive and self-motivated with a strong mindset andwilling to take risks, while also having the ability to learn fromsetbacks.</li>
<li>Be relationship driven and adaptable to new situations.</li>
<li>Value diversity and take pride in cultivating an atmosphere ofinclusion and various perspectives.</li>
</ul>
</li>
<li>Demonstrates passion for U4U’s mission.</li>
<li>Knowledge of principles of frontline fundraising in plannedgiving, including donor motivations and the predominant financialvehicles used to make planned gifts (CGAs, IRAs, etc.)</li>
<li>Understanding of planned giving cultivation strategies and howthey differ from major giving strategies.</li>
<li>Excellent organization, communication, and interpersonalskills</li>
<li>Ability to synthesize complex programs and projects intoconcise, compelling proposals and donor communication assets.</li>
<li>Proven project management skills</li>
<li>Outstanding self-motivational skills</li>
<li>Proficiency in CRM (Salesforce preferred) and Microsoft Office(Outlook, Teams, Word, Excel, PowerPoint)</li>
<li>Knowledge of international humanitarian issues and/orexperience working in the refugee or development sector isdesirable.</li>
<li>Must be self-sufficient and self-motivated</li>
<li>Demonstrates sound judgement and strong decision-makingskills</li>
<li>Demonstrates emotional intelligence and integrity wheninteracting with employees, peers and donors</li>
<li>Must be able to work successfully, both individually and aspart of a team</li>
<li>Ability to inspire and motivate others</li>
<li>Ability to be diplomatic when making decisions and creatingsolutions</li>
<li>Some travel required – up to 40% in support of donoroutreach</li>
<li>Chartered Advisor in Philanthropy certification, CertifiedSpecialist in Planned Giving certification or Experience infinancial services sector preferred</li>
</ul>
WORK LOCATION  
Hybrid + New York, NY + May also involve travel to somelocations within the company’s region of operations and selectdonor locations. 
COMPENSATION 
$116,359 – $126,937
DISABILITY SPECIFICATIONS 
USA for UNHCR will make reasonable accommodations in compliancewith the Americans with Disabilities Act of 1990. 
USA for UNHCR is an Equal Opportunity Employer. Refugees andall other protected classes are encouraged to apply. 
Location
New York, NY (Hybrid)
Department
Planned Giving
Employment Type
Full-Time
Compensation
$116,359 – $126,937
Edit Job Description

Planned Giving Officer

<h3>Job Description</h3>
Are you passionate about building enduring client relationships and providing comprehensive financial guidance?   Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. 
Our Mission:    At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. 
Career Description:   
Join our expanding team in Southern California and Hawaii. As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.    
What We Offer:   
<ul>
<li>
Performance-based compensation, untapped earning potential   
</li>
<li>
Residual income   
</li>
<li>
Subsidized health benefits   
</li>
<li>
Customized personal business planning   
</li>
<li>
Full marketing support, prospecting, and technical assistance   
</li>
<li>
Robust technology platform, including customizable CRM software   
</li>
<li>
Customized mentorship program with established advisors and managers   
</li>
<li>
Ongoing resources and support, with autonomy to run your own practice   
</li>
<li>
Opportunity to qualify for trips to enchanting destinations   
</li>
<li>
In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts    
</li>
</ul>
Responsibilities:  
<ul>
<li>
Work closely with clients to identify and achieve their financial goals through personalized investment strategies.   
</li>
<li>
Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.    
</li>
<li>
Cultivate lasting client relationships built on genuine interest, empathy, and solutions.   
</li>
<li>
Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.   
</li>
</ul>
 Key Traits We Value:   
<ul>
<li>
Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.   
</li>
<li>
Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.   
</li>
<li>
Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.   
</li>
<li>
Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.   
</li>
</ul>
Qualifications:   
<ul>
<li>
Bachelor's degree, preferably in finance or a related field   
</li>
<li>
General understanding of financial services   
</li>
<li>
Excellent interpersonal skills   
</li>
<li>
Securities License   Life, Health &amp; Accident Insurance License.     
</li>
</ul>
To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.

Financial Advisor

<h3>Job Description</h3>
Are you passionate about building enduring client relationships and providing comprehensive financial guidance?   Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. 
Our Mission:    At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. 
Career Description:   
Join our expanding team in Southern California and Hawaii. As financial advisors, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.    
What We Offer:   
<ul>
<li>
Performance-based compensation, untapped earning potential   
</li>
<li>
Residual income   
</li>
<li>
Subsidized health benefits   
</li>
<li>
Customized personal business planning   
</li>
<li>
Full marketing support, prospecting, and technical assistance   
</li>
<li>
Robust technology platform, including customizable CRM software   
</li>
<li>
Customized mentorship program with established advisors and managers   
</li>
<li>
Ongoing resources and support, with autonomy to run your own practice   
</li>
<li>
Opportunity to qualify for trips to enchanting destinations   
</li>
<li>
In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts     
</li>
</ul>
Responsibilities:  
<ul>
<li>
Work closely with clients to identify and achieve their financial goals through personalized investment strategies.   
</li>
<li>
Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives.    
</li>
<li>
Cultivate lasting client relationships built on genuine interest, empathy, and solutions.   
</li>
<li>
Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.   
</li>
</ul>
 Key Traits We Value:   
<ul>
<li>
Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans.   
</li>
<li>
Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental.   
</li>
<li>
Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions.   
</li>
<li>
Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field.   
</li>
</ul>
Qualifications:   
<ul>
<li>
Bachelor's degree, preferably in finance or a related field   
</li>
<li>
General understanding of financial services   
</li>
<li>
Excellent interpersonal skills   
</li>
<li>
Securities License   Life, Health &amp; Accident Insurance License.     
</li>
</ul>
To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.

<h3>Job Description</h3>
Purpose &amp; Core Values 
The primary purpose of any position is to assist Community Choice Credit Union to live out our purpose: we believe in helping our neighbors achieve the life they desire. A key component of this purpose is to provide outstanding service to both internal and external members by living our core values. 
Core Values 
· Committed: We are committed to serving Michigan guided by the principles that underlie the credit union movement of service, integrity, and respect for every human being.
· Charitable: We Give Big every day to our membership, our communities, and each other. We are dedicated to supporting Michigan by giving our time and services to the communities we serve.
· Credible: We are our Members’ trusted financial advisors; each Team Member plays an integral role in the well-being of our Members’ financial lives and the success of Community Choice Credit Union.
· United: We are a Team. We unite to achieve success, celebrate success, and continually improve the service we provide to our members, our communities, and each other.
Personal Advisor Responsibilities 
· Applying a 'member-centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members’ financial lives by saving them money, making them money, or making their banking easier and more convenient. 
· Utilizing and recommending available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services. 
· Possess adequate product knowledge as measured by the Product Knowledge Certification Assessment administered during New Team Member Orientation.
· Effectively assist members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results.
· Accurately handle member cash, check, and loan within all rules and regulations. 
· Member service and teller functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.
· Responsible for opening member accounts, enrollment in credit union services, and clearly presenting and explaining accounts, service terms, and conditions in order to meet both member expectations and compliance requirements.
· Balance daily transactions to ensure accuracy within credit unions policies.
· Process member loan applications, closings, and ensure loan documentation and disbursements are complete and accurate. 
· Apply compliance, security, and fraud training in adherence to credit union policies and procedures to maintain the security and safety of staff, members, and membership information. Identify discrepancies and inconsistencies in member accounts and accounts. Act promptly to resolve and escalate as needed to protect the member and the credit union.
· Meet or exceed sales goals and contribute to organizational and member center goals. 
· Responsible for adherence to the Team Member Handbook. 
· Personal Advisor Floats: Reasonable travel is required. 
Position Competencies
· Sales Skills: Develops new business, identifies, and sells to customer needs, translates product features to benefits, has good listening skills, is sensitive to customers, delivers effective presentations, negotiates well, and uses closing skills appropriately. 
· Member Service: Provides timely and professional service to both internal and external members; is responsible to member needs and request; is always courteous to the member and considers the needs of the member when making decisions. 
· Adaptability: Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs. 
· Core Values: Team member is credible, charitable, committed and united. 
· Initiative: Tackles problems and takes independent action, seeks out new responsibilities, acts on opportunities, generates new ideas, practices self-development. 
Job Qualifications 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability necessary for this position. 
Reasonable Accommodations
The physical and mental demands are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job requirements, physical demands and do so within our work environment.
Education
GED or high school diploma.
Experience 
Two to five years of similar or related experience. 
Skills &amp; Abilities
· Customer sales and service skills.
· Excellent communication skills. 
· Good organizational abilities. 
· Ability to manage multiple responsibilities and tasks, at times, simultaneously in a fast-paced environment
Mental Demands
The team member must be able to read and interpret documents or instruments, understand and/or follow complex written and oral instructions, make decisions, recall multiple policies or procedures, resolve problems or unique circumstances in a timely and efficient manner, be able to express oneself clearly and/or concisely, perform mathematical functions, and handle multiple, concurrent tasks. Must be able to remain calm and professional at all times, understanding that members may express emotional frustration when the credit union cannot meet their specific requests. 
Physical Demands
While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Work Environment
The noise level in the work environment is usually moderate.
General Statement
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

Personal Advisor

<h3>Job Description</h3>
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$100,000 at plan yearly
Responsibilities:
<ul>
<li>Be a coachable, organized team member interested in pursuing training development and educational opportunities</li>
<li>Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs</li>
<li>Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions</li>
<li>Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management</li>
<li>Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals</li>
</ul>
Qualifications:
<ul>
<li>Valid FINRA Series 7 &amp; 63/66 preferred but not required</li>
<li>A Bachelor’s degree in finance, business administration, or alternate related analytical field is required</li>
<li>Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred</li>
<li>Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients</li>
<li>Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential</li>
</ul>
<ul>
<li>Must have the ability to successfully network and prospect for new clients</li>
<li>Must live in or near Long Island, Brooklyn, or Queens</li>
</ul>
About Company
About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

<h3>Job Description</h3>
Salary: $100,000 - $300,000
Nexus Talent Connect seeks a Dynamic Financial Advisor to Join a Growing Firm!

This is an exciting opportunity to join a rapidly growing Financial Firm! This very stable company offers excellent support and autonomy while enabling you to experience substantial growth. You won't just be part of a team; you'll join an elite group of Financial Advisors who share your commitment to excellence. They believe in fostering an entrepreneurial spirit, giving you the freedom to offer innovative solutions from a diverse portfolio of products and services.
Experience unleashing your impact and earning potential! Ready for a thrilling career? 
Apply now and be part of this dynamic team!

Key Responsibilities:
<ul>
<li> Assess customer goals by conducting financial opportunity sessions with new and existing clients </li>
<li> Offer tailored financial solutions through thorough fact gathering and needs analyses.</li>
<li> Cultivate and nurture long-term relationships with clients.</li>
<li> Comply with all applicable laws, FINRA regulations and company policies and procedures in order to serve clients’ best interests and enhance client satisfaction </li>
<li> Meet individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets</li>
<li> Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools</li>
<li> Continuously enhance your knowledge and skills through ongoing professional development and collaboration with fellow associates.</li>
<li> Perform market research to stay current with financial trends</li>
<li> Prepare financial documents such as income projections and investment reports</li>
</ul>

Qualifications:
<ul>
<li> 2+ years Financial Advising experience</li>
<li> Strong interpersonal skills with a focus on customer service.</li>
<li> Proficiency in market development and networking.</li>
<li> Effective presentation and organizational skills.</li>
<li> Entrepreneurial spirit and a commitment to personal and professional integrity.</li>
</ul>

Benefits:
<ul>
<li> Comprehensive benefits: 401(k) matching, health, dental, vision, and life insurance </li>
<li> Extensive practice support</li>
<li> Normal business expenses and office space covered</li>
<li> Client event support</li>
<li> Flexibility for a healthy work-life balance.</li>
</ul>
Schedule and Location:
<ul>
<li>Full-time position</li>
<li>2 Location options: Hybrid in Riverside, Hemet, and Orange County or Remote based in Southern California</li>
</ul>
remote work

<h3>Job Description</h3>
Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the Greensboro area.
Although this position is primarily onsite at one of our Truliant locations, this position has a flexible work arrangement that gives you the opportunity to work remotely occasionally, or according to an established schedule determined by your manager.
Purpose of the Job
The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members’ goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor II presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union’s delivery of service to existing members, including the various vendors with which the Credit Union partners.  
Essential Functions and Responsibilities
<ol>
<li>Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA.</li>
<li>Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e., attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc.</li>
<li>Implements the key individual elements of yearly marketing plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals.</li>
<li>Follows the sales process and procedures as established through the TFA program.</li>
<li>Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate.</li>
<li>Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves.</li>
<li>Follows the established guidelines for maintaining client files in accordance with broker–dealer practices and FINRA requirements.</li>
<li>Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan.</li>
<li>Meets or exceeds the minimum stated expectations as defined in the MPGs for the position.</li>
<li>Attends and completes all required training and informational meetings scheduled by management and broker-dealer.</li>
<li>Completes and submits weekly activity reports promptly to management as well as all other ad hoc reports as requested.</li>
<li>Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation.</li>
</ol>
Other Duties and Responsibilities
<ol>
<li>Assists with other tasks and projects as assigned.</li>
</ol>
Knowledge, Skills, and Abilities
<ul>
<li>Must have excellent communication skills in English, both verbal and written</li>
<li>Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4</li>
<li>Must have advanced skills with MS Office, including Excel, Word, PowerPoint, and Outlook</li>
<li>Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign</li>
<li>Must have the ability to work with people at different job levels ranging from senior managers to front line employees</li>
<li>Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 (required within 90 days of employment for new hires)</li>
<li>Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management</li>
<li>Must obtain Life/Health insurance licenses within 90 days of employment</li>
<li>Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis</li>
<li>Must have the ability to understand all business processes within the credit union</li>
<li>Must be detail oriented, with excellent time management and organizational skills</li>
<li>Must be able to work in a general office environment</li>
<li>Must be flexible and able to shift resources and priorities as required</li>
<li>Must be able to complete all assignments with minimal supervision</li>
<li>Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses</li>
<li>Familiarity with investor programs required</li>
<li>Should possess a strong commitment to providing excellent service to Truliant members</li>
</ul>
Physical Requirements
<ul>
<li>   Occasional standing, walking, bending, and stooping required.</li>
<li>   Must be able to sit at a desk for long periods of time and use a computer.</li>
<li>   Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.</li>
</ul>
Education and Background
<ul>
<li>Associate/Bachelor’s Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired.</li>
<li>3-5 years financial services sales experience required.</li>
<li>LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs preferred.</li>
</ul>
EOE
 ** Representatives are employed by Truliant Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit <a href="http://www.cusonet.com" target="_blank">www.cusonet.com</a>.  
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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