Licensed Financial Advisor, STCU Credit Union, Springfield, MA

Be a Financial Advisor at STCU Credit Union!

We are adding a Licensed Financial Advisor for STCU Credit Union in the Springfield, MA area.  STCU Credit Union is regarded as the premier educational base credit union in the Western Massachusetts financial community.  The Advisor will be focused on managing the retirement assets for the employees of the Springfield Public Schools, American International College, Springfield Technical Community College, Minnechaug Regional High School and the Massachusetts Career Development Institute along with the retirees and their families.  STCU Credit Union has approximately 11,000 members and more than $100 million in assets.  To learn more visit

Decisions for this new growing investment program will be made locally.  The Advisor will help create and influence those decisions, making it an exceptional opportunity for a motivated individual with an entrepreneurial spirit and history of results.  

Representatives are employed by and registered through CUSO Financial Services, L.P. (CFS).  CFS (Member FINRA/SIPC) is a broker/dealer and RIA with a stable, 18 year track record of serving the investment needs of 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.  Advisors have access to our benefits, don’t pay overhead costs, and have uncapped earning potential.  To learn more about CUSO Financial Services, L.P., go to

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
  • Three or more years of investment sales experience and proven production
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • College Degree preferred
  • Independents and career life agents will be considered

For more information contact the CFS Program Manager, Craig Layman at (858) 805-7928, or for immediate consideration apply online at:  


(Updated 4-10-15)