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Licensed Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Licensed Investment Sales Assistant - SESLOC Federal Credit Union  
Location SESLOC Federal Credit Union - San Luis Obispo, CA  

SESLOC Federal Credit Union, through its partnership with CUSO Financial Services, L. P. (CFS), is seeking a Licensed Investment Sales Assistant to support our Licensed Financial Advisor for the San Luis Obispo County and Santa Maria areas. (Position will be based out of Paso Robles but will travel to all locations).

As a Licensed Investment Sales Assistant, you become a part of the credit union 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 member service, processing of paperwork, placing sales orders in support of Financial Advisor and coordination of business development activities.

Established in 1942, SESLOC Federal Credit Union has over $780 Million in assets and over 50,000 members. To learn more, visit .

Position Requirements
  • Licenses and Registrations: FINRA Series 7
  • One or more years of investment sales assistant experience in the financial services industry, preferably in a bank or credit union
  • College degree preferred

To apply, complete an online application and upload a cover letter and resume to:


Licensed Investment Sales Assistants are employed by SESLOC Federal Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit


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