Join a Winning Team!
Through its relationship with CUSO Financial Services, L. P. (CFS) Wescom Credit Union is seeking an Investment Services Representative in Anaheim, CA.
As an Investment Services Representative, you become part of the credit union environment providing phone support to Financial Advisors and credit union members. The position is responsible for providing back office and telephone support for Wescom Financial Services including opening online self-advisory accounts over the phone, funds online accounts, resolving account problems, placing trades, making margin calls and providing site navigational assistance for self-advisory members.
Since 1934 Wescom Credit Union has been dedicated to helping members throughout Southern California build better lives. Wescom Credit Union has over 3 Million in assets and more than 200,000 members. Now with 22 branches, Wescom Credit Union provides essential banking solutions to its members. Like all credit unions, Wescom Credit Union is a non-profit financial cooperative, and their members are their owners. This means their excess earnings benefit each one of our member-owners with such benefits as lower loan rates, higher savings yields, reduced fees, and a robust network of branches and ATMs. To learn more, visit www.wescom.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.
- Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses
- CA Department of Insurance Life and Disability
- 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=2640062
Investment Sales Assistants are employed by Wescom Credit Union and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.
Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7