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Title

Licensed Investment Sales Assistant - Cornerstone Community Federal Credit Union 

Division CUSO Financial Services, L.P.  
Position Licensed Investment Sales Assistant - Cornerstone Community Federal Credit Union  
Location Cornerstone Community Federal Credit Union - Lockport, NY  
Full-Time/Part-Time Full-Time  
Description

Join a winning team!

Through its relationship with Cornerstone Community Federal Credit Union, CUSO Financial Services, LP (CFS)  is seeking an Investment Sales Assistant to support one of our Financial Advisors in the Western New York market.

As a Sales Assistant, you will provide support to the Financial Advisor along with helping to build member client relationships. The individual in this 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 a contribution to sales if appropriately licensed.

When you join Cornerstone Community 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: 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

CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable, 25 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.

 To learn more about Cornerstone Community Federal Credit Union, visit cornerstonecommunityfcu.org

 
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 please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=4044532

Licensed Sales Assistants are employed and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).

EOE

 

This position is currently accepting applications.

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