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Title

Temporary Investment Sales Assistant/Financial Services Administrator 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant  
Location Water and Power Community Credit Union - Los Angeles, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team at Water and Power Community Credit Union!

Water and Power Community Credit Union through its relationship with CUSO Financial Services, L. P. (CFS) is seeking a Temporary Investment Sales Assistant/Financial Services Administrator to partner with our established Financial Advisor in the Downtown, Los Angeles area to help service and expand existing business.

Our Temporay Investment Sales Assistant/Financial Services Administrator will provide support to our Financial Advisors along with helping to build member relationships. The position is responsible for support and coordination of all activities related to client service, processing of paperwork, coordination of business development activities, and sales. The successful candidate will report to the Associate Program Manager.

When you join Water and Power Community Credit Union and CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients’ needs
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 20-year track record of serving the investment needs of credit unions and their members. 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!

Water and Power Community Credit Union is dedicated to helping members build a secure financial future by providing convenient account access, knowledgeable staff, competitively priced products, and financial education. Water and Power Community Credit Union serves over 35,000 members. To learn more, visit us at www.wpcu.org.

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: and 63 and Insurance license (7 and 66 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=4072999

 

EOE

**Investment Sales Assistants are employed by Water and Power Community Credit Union 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 not accepting applications.

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




 


 
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