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Title

Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - Los Angeles Federal Credit Union  
Location Los Angeles Federal Credit Union - Glendale, CA  
Full-Time/Part-Time Full-Time  
Description

CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant in the Glendale area for Los Angeles Federal Credit Union.

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.

Established in 1936, Los Angeles Federal Credit Union are a not-for-profit financial cooperative owned and controlled by our members. Our mission is to provide the best financial services for our members, and our vision is to be our members’ first choice for financial services and be their financial source for life. Our members have nationwide access to 5,000 branches and 30,000 non-surcharge ATMs (including 8,000 ATMS inside 7-Eleven stores). To learn more about LAFCU, visit https://www.lafcu.org/

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 22-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. We invite you to join our winning team!

 
Position Requirements

Desired Qualifications:

  • A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment. Customer service, communication and presentation skills
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • College Degree preferred
  • Licenses and Registrations: Series 6 or 7 and 63, 65, or 66 preferred but not required
  • Insurance licenses: life, accident, and health preferred but not required
  • Clean U-4

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2491304

EOE

Investment Sales Assistants are employed by CFS and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

 

This position is currently accepting applications.

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