Join a Winning Team!
CUSO Financial Services, LP. (CFS) is seeking a Licensed Investment Sales Assistant to support one of our Financial Advisors at General Electric Credit Union in the Mason, 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, 25-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!
General Electric Credit Union (GECU) was chartered in 1954 for the employees of General Electric Aircraft Engines. Since then, we have grown into one of the largest credit unions in the State of Ohio serving approximately 193,000 members with an asset size of over $3.7 billion. To learn more about General Electric Credit Union, visit www.gecreditunion.org.
- Licenses and Registrations: 7, 63 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=3583390
Investment Sales Assistants are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.
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