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Title

Investment Sales Assistant  

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - Mid USA  
Location MidUSA Credit Union - Middletown, OH  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

 

CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at Mid USA Credit Union in the Middleton, OH area.

As a Licensed Investment Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is responsible for support and coordination of all activities related to client service, processing of paperwork, coordination of business development activities, and contribution to sales if appropriately licensed.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 23-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are led by visionary financial services leaders who see farther. 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!

Established in 1933, Mid USA Credit Union has over $200M in assets and more than 14,000 members. Mid USA Credit Union is headquartered in Middletown and is the 34th largest credit union in the state of Ohio. It is also the 1048th largest credit union in the nation. To learn more, visit www.midusacu.org

 
Position Requirements

Desired Qualifications:

· Licenses and Registrations: FINRA Series 7, 63/65 (or 66) preferred. Minimum of a series 6 and life insurance license required, 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=2959421

 

Investment Sales Assistants are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

EOE

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This position is currently accepting applications.

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