Join a winning Credit Union team!
Through its relationship with CUSO Financial Services, L. P. (CFS), Deseret First Credit Union is seeking a Licensed Investment Sales Assistant to provide retirement and investment services to its member base in the West Valley City, UT area
Established in 1955, Deseret First Credit Union has over $842 million in assets and more than 70,000 members. Today the credit union has 12 branches form Logan to Saint George to serve our members across the state. We continue to put the unique needs of our members first with our amazing products and services. From personal loans to business needs and car insurance to investments, Deseret First is here for you. To learn more, visit: www.dfcu.com
The Role:
Under general supervision but following established procedures, the Investment Sales Assistant is responsible for working successfully with financial advisors to help grow their monthly revenue production. Oversees the daily schedule for a financial advisor and acts as the first point of contact with the clients on all operational and service issues. Has a working knowledge of investment products and perform all other duties as assigned by financial advisors.
Responsibilities include:
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 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 lead 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!
Required Qualifications:
Desired Qualifications:
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.
EOE
This position is currently not accepting applications.
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