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Title

Investment Sales Assistant 
Division CUSO Financial Services, L.P.  
Position Licensed Sales Assistant - LA Police FCU  
Location Los Angeles Police Federal Credit Union - Van Nuys, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team at Los Angeles Police Federal Credit Union!

CUSO Financial Services, is seeking a Investment Sales Assistant for one of our top Financial Advisors at Los Angeles Police Federal Credit Union, which is located in Van Nuys, CA.

As a Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor and help to build member relationships. The position is responsible for support and coordination of all activities related to client service, processing of paperwork, and coordination of business development activities, as well as contribution to sales if appropriately licensed. 

When you join Los Angeles Police Federal 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: Working in conjunction with credit union to connect with 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 1936, Los Angeles Police Federal Credit Union has over $1.2B in assets and more than 41,000 members. LAPFCU has been a Best Places to Work honoree ten times from 2008-2015! To learn more, visit www.lapfcu.org

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!

 

 
Position Requirements

Minimum Qualifications: 

  • A minimum 2 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

 

Preferred Qualifications:

  • Licenses and Registrations:  FINRA Series 6 and 63 required (7, 65 or 66 preferred)
  • Life, Accident & Health License preferred
  • Clean U-4 and Bacground (if securities licensed)

 

For immediate consideration please apply online at:  https://www.appone.com/MainInfoReq.asp?R_ID=3950527 

Investment Sales Assistants are employed and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).  CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable, 19 year track record of serving the investment needs of some of the nation’s leading credit unions and their members.  To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

EOE

 

 

This position is currently not accepting applications.

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


 


 
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