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Title

Investment Sales Assistant  

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - New England Federal Credit Union - Williston, Vermont  
Location New England Federal Credit Union - Willston, VT  
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 New England Federal Credit Union (NEFCU) in the Williston, Vermont area.

As an 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. We view this opportunity as a career stepping stone for the right individual to ultimately grow within the program and become a financial advisor pending completion of the appropriate securities licensing exams and proficiency with the job duties required.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 24-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 are 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!

New England Federal Credit Union was established in 1961 and as of June of 2020, it had grown to 228 employees and 92,291 members at 7 locations. NEFCU is headquartered in Williston and is the largest credit union in the state of Vermont. It is also the 230th largest credit union in the nation. To learn more, visit nefcu.org

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 6 preferred
  • Licenses and Registrations: 7, 63/65 (or 66) and Insurance licenses preferred
  • Life, Accident, and Health Insurance license (or become licensed within 90 days of hire)
  • A minimum 3 years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • Excellent organizational and communication skills
  • Bachelor’s Degree in a related field preferred

 

For immediate consideration please apply online at:  https://www.appone.com/MainInfoReq.asp?R_ID=3372389

 

Investment Sales Assistants are employed by UFCU 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.

EOE

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This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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