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 www.sesloc.org .