Job Details

Finance - Banking Attorney in Tampa, FL

This job is expired...

Company name

CUSO Financial Services, LP

Organization Type


Job Type


Practice Area

Finance - Banking

Years of Experience

Min 5 yrs required


Tampa, FL

Date Last Verified

Sep 19,2017

Posted on

Oct 20,2016

214 hits


Licensed Financial Advisor The candidate should have completion of a four- year degree in Finance, Business or related field. Must have 5+ years of revenue generating financial sales experience. Related customer service experience preferred. FINRA Series 7, 66, or (63 and 65) securities licenses required. Florida Life, Accident and Health Insurance License required. CFP, ChFC, JD, CPA or similar designation currently held or actively pursuing strongly preferred. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem solving skills, superior amount of computer literacy and proofreading capabilities is required. Must be able to read, speak and write English. Some bending and stretching will also be required.

Company info

Hiring Coordinator
CUSO Financial Services, LP
10455 Sorrento Valley Road
Suite 210
San Diego, CA 92121