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Title

Investment Sales Assistant  

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - Excite Credit Union  
Location Excite Credit Union - San Jose, CA  
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 Excite Credit Union in the San Jose, CA area.

 

When you join Excite Credit Union and CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

 

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’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!

 

Established in 1952, Excite Credit Union has over $643M in assets and more than 42,000 members. Excite Credit Union is headquartered in San Jose and is the 80th largest credit union in the state of California. It is also the 569th largest credit union in the nation. To learn more, visit https://www.excitecu.org/

 

 

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses (preferred)
  • Clean U-4 and Background
  • A minimum of 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • Excellent organizational and communication skills

 

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3762431

 

EOE

 

**Representatives 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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This position is currently accepting applications.

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