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Title

Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant  
Location Day Air Credit Union - Kettering, OH  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Through its relationship with CUSO Financial Services, L. P. (CFS) Day Air Credit Union is seeking a Investment Sales Assistant for one of our top Financial Advisors in Montgomery County, Ohio area.

As a 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.

With assets over $400 million, and over 44,000 members, Day Air Credit Union continues to strive to help each individual member meet their personal financial goals. We want our community and our members to think of their credit union first for all their financial needs. To learn more, visit us at https://www.dayair.org.

 
Position Requirements

Qualified candidates must have:

• Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses (preferred) or willing to become a fully licensed partner

• 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=2518915

**Representatives are employed by Day Air Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit www.cusonet.com.

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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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