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Title

Investment Sales Assistant  

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - Amplify Credit Union  
Location Amplify Credit Union - Austin, TX  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Through its relationship with CUSO Financial Services, LP (CFS) Amplify Credit Union is seeking an Investment Sales Assistant to support one of our Financial Advisors in the Austin, Texas area.

 

When you join Amplify 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

 

Established in 1967, Amplify Credit Union has over $1.1B in assets and more than 58,000 members. Amplify Credit Union is headquartered in Austin and is the 26th largest credit union in the state of Texas. It is also the 352nd largest credit union in the nation. To learn more, visit www.goamplify.com

 

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 lead 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:

  • Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Insurance licenses (preferred)
  • Clean U-4 and Background
  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union

 

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=3823006

 

EOE

 

**Representatives are employed by Amplify Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.

 

 

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7

 

This position is currently accepting applications.

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