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Title

Investment Sales Assistant - LGE Community Credit Union 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - LGE Community Credit Union  
Location LGE Community Credit Union - Marietta, GA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team

CUSO Financial Services, L. P. is seeking an Investment Sales Assistant to support our Financial Advisors at LGE Community Credit Union in Marietta, GA.

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, which includes, but is not limited to, managing advisor(s) appointment schedule with client and prospects, processing of paperwork, and coordination of business development activities, as well as contribution to sales if appropriately licensed.

Established in 1951, LGE Community Credit Union has over $1.7 Billion in assets and approximately 123,000 members serving all residents and businesses within Cobb, Paulding, Cherokee, and Fulton counties. To learn more about LGE Community Credit Union, please visit www.lgeccu.org.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-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!

 
Position Requirements

Qualified candidates must have:

• Licenses: Series 6 or 7 and 63, 65, or 66 Preferred

• Insurance licenses: life, accident, and health Preferred

• 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

For immediate consideration please apply online at:

Investment Sales Assistants, if licensed, are registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). 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.

EOE

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 not accepting applications.

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




 


 
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