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Title

Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - First Commonwealth Federal Credit Union (Bethlehem, PA)  
Location First Commonwealth Federal Credit Union - Bethlehem, PA  
Full-Time/Part-Time  
Description

Join a Winning Team!

CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Licensed Investment Sales Assistant for one of our top Financial Advisors in the Bethlehem, PA area.

As a Licensed Investment Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor and help to build member relationships. The position is responsible for support and coordination of all activities related to client service, processing of paperwork, and coordination of business development activities, as well as contribution to sales if appropriately licensed.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 21-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

Established in 1959, First Commonwealth Federal Credit Union has over $680 million in assets and nearly 60,000 members. First Commonwealth exists to improve your financial well-being. There are no stockholders. Instead, they are cooperatively owned by their members (account holders) which return their profits to their members in the form of higher dividends on savings, lower rates on loans and lower fees. To learn more, visit www.firstcomcu.org

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses
  • A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • Excellent organizational and communication skills
  • College Degree preferred
 
Position Requirements

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2242302

Investment Sales Assistants are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

EOE

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This position is currently accepting applications.

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