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Job Details

Financial Advisor

Job Summary

  • Company: Pima Federal Credit Union
  • Location: Tucson, Arizona (Tucson, Arizona)
  • Compensation: Negotiable Base + Commissions

Job Description

Financial Advisors…You can have it all at Pima Federal Credit Union

#1 Independent B/D in U.S. – LPL Financial

An ongoing referral system of people looking for your help

A wide variety of Fee Based Advisory products and services

No proprietary products

Health Insurance, 401(k) plan, and Pension – full benefit package

Continue to own your personal book of business

Pima Federal Credit Union offers you the best of both worlds! The referrals and benefits associated with a large Financial Institution, as well as the support of an Independent B/D. We offer:
• All expenses paid
o Fully furnished offices in 3 - 4 branches
o Laptop and Software (Morningstar, etc.)
o Licensing and E&O fees are covered

Through the financial planning process, you are able to help our Members identify their goals and assist them in selecting the best of the best in products. The approved product list is extensive and includes several excellent Third Party Money Managers.

In addition to the robust Advisory platform, American, Franklin, Black Rock, MFS, Lincoln, Prudential, Pacific Life, and Nationwide are also popular within our system.

Please send your resume to priorm@cufn.org to discuss this position.

Candidates interested in applying to this role should e-mail priorm@cufn.org.

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