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Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - University of Kentucky  
Location University of Kentucky Federal Credit Union - Lexington, KY  
Full-Time/Part-Time Full-Time  

CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant in the Lexington, KY area for University of Kentucky FCU.

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 1937, University of Kentucky Federal Credit Union has over $800 million in assets and more than 90,000 members. Our sole purpose is to serve the financial needs of our members by offering our members quality service and products while maintaining a financially strong institution. To learn more, visit

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 preferred
  • Insurance licenses: life, accident, and health preferred but not required
  • Clean U-4

For immediate consideration please apply online at:


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


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