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Title

Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - South Metro Federal Credit Union  
Location South Metro Federal Credit Union - Prior Lake, MN  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

 

Through its relationship with CUSO Financial Services, L. P. (CFS) South Metro Federal Credit Union is seeking a Financial Advisor Administrative Assistant to support one of our Financial Advisors in the Southwest Metro area.

 

As a Financial Advisor Administrative 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, and coordination of business development activities.

 

Established in 1993, South Metro Federal Credit Union has over $161 million in assets and more than 4,600 members. South Metro Federal Credit Union is a member owned; non-for-profit financial cooperative. Their field of membership includes anyone living or working in Scott, Hennepin, and Carver counites in Minnesota. To learn more, visit Southmet.com

 

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’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!

 

 
Position Requirements

Desired Qualifications:

  • 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
  • College Degree preferred

 

 

For immediate consideration please apply online at: Careers@Southmet.com

 

Sales Assistants are employed by South Metro Federal Credit Union 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 accepting applications.

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