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Division CUSO Financial Services, L.P. Position Financial Consultant Location DFCU Financial - Livonia, MI Full-Time/Part-Time Full-Time Description
  
Through its relationship with CUSO Financial Services, L. P. (CFS) DFCU Financial is seeking a Licensed Financial Consultant to provide retirement and investment services to its member base in the Livonia, MI area.
  
DFCU Financial Partners provides an environment for entrepreneurial minded advisors. As a Financial Consultant, you use the referral support of the branch network to build a book of business. Once the book of business is at a comfortable level, we provide continued support as you work independently with a higher compensation plan. We want to be the last place you work until retirement.
  
When you join DFCU Financial and CFS, you enjoy numerous benefits:

* Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
* Large opportunity: Easily tap into the credit union's member base to find new clients
* No proprietary products: Freedom to recommend the right solutions to serve your clients' financial needs
* Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology
  
DFCU Financial is one of Michigan's largest and best managed credit unions in the country. Established in 1950 and now with more than 200,000 members. To learn more, visit www.dfcufinancial.com.
  
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 23-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.
  
Position Requirements
  
Desired Qualifications:

* Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses
* Clean U-4 and Background
* Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
* Certified Financial Planner (CFP) designation preferred
  
For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2890895
  
EOE
  
Representatives are employed by DFCU Financial and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.
  
Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7

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 Dynamic technical and financial services professional with a proven track record of maintaining high standards and delivering impactful results in diverse environments. Expertise in managing technical operations, driving service improvements, and fostering effective team collaboration, complemented by a strong background in the automotive service industry. Skilled in strategic planning, technical troubleshooting, financial analysis, and strategy consulting, ensuring reliable outcomes and enhanced customer satisfaction. Recognized for optimizing performance through tailored financial solutions, leveraging market trends and investment strategies to enhance client portfolios while adapting to dynamic market conditions. 

Logistics professional prepared for demands of managing driver teams and optimizing route performance. Notable achievements in enhancing operational efficiency and maintaining high standards of safety and compliance. Known for fostering collaborative team environments and adapting to changing needs with focus on results.

Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Skilled in risk management, ensuring high standards and effective outcomes. Reliable team collaborator, adaptable to changing needs, and dedicated to achieving organizational goals.

With over 20 years of diverse experience across financial management, banking business and operations, and client relationship management, I have successfully implemented strategies to enhance profitability, optimize operational efficiency, and ensure regulatory compliance. My expertise spans financial reporting, risk management, portfolio optimization, and staff development. Leveraging my in-depth knowledge of business processes and customer-centric solutions, I am eager to apply my skills to drive growth and innovation in the SME sector, helping businesses navigate financial challenges and achieve sustainable success.

Dynamic Financial Consultant with a proven track record at Prudential Life Insurance Ghana, specializing in investment advice and client relations. Successfully enhanced portfolio performance through market analysis and tailored solutions, while mentoring junior consultants. Recognized for exceptional customer service and strategic problem-solving, driving significant growth in client satisfaction and retention.

Bryce Roy

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Financial Consultant

New Account Specialist

Investor Services Representative

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Bachelor of Arts - Communication

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Financial Consultant

New Account Specialist

Investor Services Representative

Bachelor of Arts - Communication

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