Current Opportunities

Financial Advisor

Independent Contractor Position

 

Looking to take your financial advisory practice to the next level?  We are looking for experienced advisors/entrepreneurs to help grow our investment program.

 

Texas DPS Credit Union is a financial services provider with over $70 million in assets and 6,500 members headquartered in the Austin, Texas.  We have teamed up with Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC, to offer securities products to our members.

 

As a Financial Advisor with Cambridge, you become an integral part of working with the credit union working with members providing investment services and building member relationships.  We aspire to maintain high standards in providing credit union members with access to the comprehensive financial and investment services needed to help achieve their long term goals, and are looking for the right person to take this program to new heights in terms of member service and productivity.  

 

What we offer:

  • Member Referrals
  • Expense paid office space within the branch
  • Expense paid technology, phone, copies, office supplies
  • Expense paid marketing campaigns directed at members that fit your target market
  • Competitive commission compensation structure and pay for performance bonus system
  • Wide range of products/services available via Cambridge Investment Research, Inc. platform

Qualified candidates must have:

  • Licenses and Registrations: FINRA Series 7 & 63 (Series 65 or 66 a plus) and Life & Health Insurance licenses.
  • Clean U-4
  • Customer service, communication and presentation skills
  • Advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution

 

This is an independent contractor position. This is not an employee position with
Texas DPS Credit Union.

 

For more information about Cambridge Investment Research, Inc. please visit www.cir2.com.

 

To apply, please send an email to mtrice@clearvista.com.

 

 

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA & SIPC.  Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Texas DPS Credit Union and Cambridge are not affiliated.
connect with us:
Youtube Yelp! Twitter Facebook
NCUAFederally
Insured by
the NCUA
Equal Opportunity LenderEqual
Opportunity
Lender

Texas DPS Credit Union | 621 W. St. Johns Ave | Austin, TX 78752
Mailing Address | PO Box 15346 | Austin, TX 78761
Toll Free 1(877)252-9199 | Austin (512)452-5211

Routing# 314977324