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Title

Licensed Sales Assistant 

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

Join a Winning Team!

Wescom Financial Services is currently seeking a Licensed Sales Assistant to support multiple Financial Advisors in the Los Angeles area.

As a Licensed 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.

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 24 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

 
Position Requirements

Qualified candidates must have

• Licenses and Registrations: Required - Series 7, 63, 65 or 66.

• Insurance licenses: life, accident, and health preferred

• 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, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2725188

EOE

**Representatives are employed and registered by Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).

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

 

This position is currently accepting applications.

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