Financial Advisor

Join a Winning Team!

Generations Investment Group is seeking a Licensed Financial Advisor to provide holistic planning and high quality investment services to our members/clients. We provide the opportunity to build a clientele base in an environment focused on internal synergy across Generations Federal Credit Union and its affiliates. This provides a foundation of referrals and support not paralleled in other financial institutions. As financial advocates for our members, our financial advisors provide member/clients a financial planning process that includes the identification and analysis of appropriate investment and insurance choices directed toward assisting members/clients in accomplishing their financial goals.

It is important to highlight that our employees are driven to live out our mission; “Do the Right Thing.” We expect to treat members with a positive attitude; to listen and fully understand their needs; and offer solutions that meet the member’s needs. The ideal candidate will therefore not only be attracted to our synergistic culture and service oriented approach, but also be passionately aligned with this mission. They will embody the spirit of entrepreneurism by demonstrating their previous experience building their business through engaging in the community. In support of their success we focus on providing an interactive sales environment and technology that guides maximum efficiency, as well as consistent marketing support.

If you are passionate about finding an investment group that is dedicated to providing a positive environment in which you can guide your clientele base with integrity look no further.


Education Required: Undergraduate degree in Finance, Business, or a related field.

Experience Required: 2 years experience as a financial advisor, preferably at a bank or credit union.

License/Certification Required: Series 7, 66 or 63/65. Texas Life, Accident and Health Insurance License

License/Certification/Advanced Degree Preferred: CFP (currently held or actively pursuing)

For immediate consideration, please apply online at

*Representatives are employed by Generations and registered through CFS (Member FINRA/SIPC).  To learn more about CUSO Financial Services, L.P. visit

***Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Generations Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.