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Title

Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - PSECU  
Location PSECU - Harrisburg, PA  
Full-Time/Part-Time Full-Time  
Description

Join a winning team!

CUSO Financial Services, L. P. is seeking an Investment Sales Assistant for one of our Financial Advisors at PSECU in Harrisburg, PA.

As a Sales Assistant, you provide support to the Financial Advisors along with helping to build member client relationships. The individual in this 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 a contribution to sales if appropriately licensed.

Pennsylvania State Employees Credit Union (PSECU) started over 80 years ago, and is proud to be one of the largest credit unions in Pennsylvania with more than 400,000 members and over $4 billion in assets. To learn more about PSECU, visit www.psecu.com.

 
Position Requirements

Qualified candidates must have:

  • Licenses and Registrations: (Preferred but not required) FINRA Series 7, 63 and 65 or 66 and Life, Accident, Health & Insurance licenses.
  • Clean U-4
  • Customer service, communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a bank or credit union.
  • College Degree preferred

 

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3002053

Investment Sales Assistants are employed and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable, 23 year track record of serving the investment needs of some of the nation’s leading credit unions and their members. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

 

EOE

 

This position is currently accepting applications.

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