Investment Sales Assistant

CUSO Financial Services, L.P. Saint George, UT
DivisionCUSO Financial Services, L.P. PositionInvestment Sales Assistant - America First Credit Union - St. George LocationAmerica First Credit Union - St George, UT Full-Time/Part-TimeFull-Time Description

America First Credit Union is seeking an Investment Sales Assistant in the St George area.

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.

Established in 1939, America First Credit Union has over $10 billion in assets and more than 900,000 members. America First Credit Union is one of the largest, most stable, and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution since its inception over seven decades ago. To learn more, visit

Position Requirements

* Licenses and Registrations: Series 6 or 7 and 63, 65, or 66 preferred but not required

* Insurance licenses: life, accident, and health preferred but not required

* Clean U-4

* A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment. Customer service, communication and presentation skills

* Customer service, communication and presentation skills

* An advanced level of performance, requiring minimum supervision

* College Degree preferred

For immediate consideration please apply online at:

Investment Sales Assistants are employed by CFS and registered through CFS (Member FINRA/SIPC). CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable 21 year track record of serving the investment needs of some of the nation's leading credit unions and their members. We offer our Advisors 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


Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, 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

Similar jobs you might like