Join a winning Credit Union team!
CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at Altura Credit Union in the Moreno Valley, CA area.
Altura Credit Union has over $1.5 Billion on deposit and almost 105,000 members. We, along with Altura Credit Union, aspire to maintain high standards in providing credit union members with the comprehensive financial and investment services needed to help achieve their long term goals. We are looking for the right person to take this program to new heights in terms of member service and productivity. Altura Credit Union has a long history of serving the Riverside County area. To learn more about Altura Credit Union, visit www.alturacu.com
As an Investment Sales Assistant, you become part of the credit union environment providing support to 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 and coordination of business development activities, as well as for a contribution to sales if appropriately licensed.
Responsibilities:
Qualified candidate will have:
Education: High School Diploma or equivalent is required, degree in related filed helpful
Licenses: Series 7, 63, and Life and Disability preferred, but not required
Experience: Two years of experience in the financial services industry
Preferred Skills:
EOE
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, 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.
This position is currently not accepting applications.
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