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Sales Assistant  

Division CUSO Financial Services, L.P.  
Position Licensed Sales Assistant - Four Points Financial  
Location Four Points Financial - Burlington, IA  
Full-Time/Part-Time Full-Time  

Join a Winning Team!


Four Points Financial and Farmers and Merchants Bank and Trust through its relationship with Sorrento Pacific Financial, LLC. (“SPF”) is seeking a Sales Assistant to support one of our Financial Advisors in the Burlington, IA area.

As a Licensed Investment Sales Assistant, you become part of the bank environment providing support to the Financial Advisor and helping to build client 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.

Four Points Financials mission is to get to know their clients, to help determine their financial goals, and provide innovative guidance and direction in reaching them. Whether just starting out, or looking to rollover a 401(k), we are here to plan for your future To learn more, visit

SPF (Member FINRA/SIPC) is a broker-dealer and RIA serving the investment needs of banks and their clients. We work with some of the top financial institutions in the country. We invite you to join our winning team!

Position Requirements

Desired Qualifications:

  • Licenses and Registrations (Preferred): FINRA Series 6 and 63/65 and Iowa life, health, and accident licenses. Desire to obtain Series 7.
  • 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:


**Representatives are employed by Farmers and Merchants Bank and Trust and registered through SPF (Member FINRA/SIPC). To learn more about Sorrento Pacific Financial, LLC. visit

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