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Investment Sales Assistant - University of Kentucky 

Division CUSO Financial Services, L.P.  
Position Investment Sales Assistant - University of Kentucky  
Location University of Kentucky Federal Credit Union - Lexington, KY  
Full-Time/Part-Time Full-Time  

Join a Winning Team at University of Kentucky Federal Credit Union!

CUSO Financial Services, L. P. is seeking an Investment Sales Assistant for University of Kentucky Federal Credit Union in Lexington, KY.  As a Sales Assistant, you become part of the credit union environment providing support to Financial Advisors and 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. 

University of Kentucky FCU’s assets are approximately $422 million with over 47,000 members.  We aspire to maintain high standards in providing our members with the comprehensive financial and investment services needed to help achieve their long term goals.  To learn more, visit us at

Position Requirements
  • A strong desire to advance
  • A minimum 2 years of experience in a support, sales or administrative capacity, preferably in a financial service or sales environment
  • Current FINRA Series 6 or 7, and 63 preferred but not required
  • Insurance licenses: life, accident, and health preferred but not required
  • Clean Background and CRD required
  • Excellent organizational and communication skills
  • College Degree preferred

Representatives 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, 15 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



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