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Licensed Investment Sales Assistant 

Division CUSO Financial Services, L.P.  
Position Licensed Investment Sales Assistant - General Electric Credit Union  
Location General Electric Credit Union - Cincinnati, OH  
Full-Time/Part-Time Full-Time  

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 16 year track record of serving the investment needs of credit unions and their members.

CUSO Financial Services, L. P. is growing, and adding a Licensed Investment Sales Assistant at General Electric Credit Union in Cincinnati, OH.

General Electric Credit Union (GECU) was chartered in 1954 for the employees of General Electric Aircraft Engines. Since then, we've grown into one of the largest credit unions in the State of Ohio serving approximately 98,000 members with an asset size of over $1.3 billion.  To learn more about General Electric Credit Union, visit

As a Licensed Investment Sales Assistant, you become part of the credit union environment providing support to the 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. 

Position Requirements

Qualified candidates must have:

•             Licenses and Registrations:  FINRA Series 7 and 63, (65 or 66 preferred)

•             Insurance licenses:  life, accident, and health preferred

•             Clean Background and CRD

•             A minimum 2 years of experience in a support, sales, or administrative capacity, preferably in a financial service or sales environment

•             Familiarity with Word, Excel, PowerPoint, and basic data entry skills

•             Excellent organizational and communication skills

•             College Degree preferred


Sales Assistants are employed by and registered through CFS (Member FINRA/SIPC).  We offer our employees a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing.  To learn more about CUSO Financial Services, L.P., go to


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