Are you are looking for a financial advisor opportunity where you will be actively supported by the credit union and the broker-dealer?

At Vermont Federal Credit Union, our Mission is to make a decided difference in the lives of our members. We believe offering investments and financial planning to our members is an integral part of this philosophy. That is why we partner with CUSO Financial Services, L. P. (CFS).

Would you like to work with branch personnel who can introduce you to the members of Vermont Federal Credit Union?

You will have assigned branches with high numbers of members who could benefit from your expertise. Your number of referrals is only limited by your ability to communicate how you can help the members.

Would you like a book of business to work with right away?

There is an existing book of investment clients who need your help. You can talk with the program manager about the specifics of AUM and number of members available to the new advisor.

Would it be interesting to work with a broker-dealer who is committed to providing great technology to your business?

CFS and its holding company, Atria Wealth Solutions, have won the BISA Technology Innovation Award for nine consecutive years! We have won awards for everything from mobile scanning to business texting to our advisor platform to business planning. We strive to make it easy for you to do business.

Don’t want to apply until you hear more? Call me.

Rick Berta, Program Manager (231) 218-1788.

In the meantime, here are some details about Vermont Federal Credit Union and CFS.

Vermont Federal Credit Union was founded in 1953 as the Burlington Postal Employees Credit Union. Just a short time later, the Credit Union was renamed to the U.S. Government Employees Credit Union of Chittenden County. Our connection to these roots remains strong as many government employees in Vermont are still loyal members of Vermont Federal.

In 1990, members voted to convert the Credit Union from a state charter to a federal charter, and we became Vermont Federal Credit Union in 1991. After a series of expansions and mergers, we became a community chartered credit union in 2001, which meant that membership was no longer limited to only government employees.

We now operate under a community charter, opening the possibility of membership to anyone who lives, works, worships, or attends school in a Vermont county, as well as any of their family members. Those counties include: Addison, Bennington, Caledonia, Chittenden, Essex, Franklin, Grand Isle, Lamoille, Orange, Orleans, Rutland, Washington, Windham, and Windsor.

CFS (Member FINRA/SIPC) 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!

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 but not required

EOE

**Representatives are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. 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

c

eUzF9yzlKu