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Title

Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - New England Federal Credit Union  
Location New England Federal Credit Union - Willston, VT  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!


CUSO Financial Services, L. P. is seeking an Investment Sales Assistant in the Williston, VT area for New England Federal Credit Union (NEFCU).

As an Investment Sales Assistant, you become part of the credit union environment providing support to Financial Advisors along with helping 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 for a contribution to sales if appropriately licensed.


NEFCU has a rich history of “providing high-value financial products and exceptional services that enable members to build financial success. While this is our mission statement now, it has also been our guiding force since the very beginning. To learn more visit www.mynefcu.org

 
Position Requirements
  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance license (preferred)
  • 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

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2328467


Investment Sales Assistants are employed by CFS and registered through CFS (Member FINRA/SIPC). CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable 22 year track record of serving the investment needs of some of the nation’s leading credit unions and their members. To learn more visit www.cusonet.com.


EOE

 

This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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