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CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at America First Credit Union in the American Fork, UT 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.
CFS (Member FINRA / SIPC) is a broker-dealer and RIA with a stable, 24-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 led by visionary financial services leaders who see farther. We are 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! Established in 1939, America First Credit Union has over $10 billion in assets and more than 1M 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 www.americafirst.com Desired Qualifications : Licenses and Registrations : FINRA Series 7, 63 / 65 (or 66), and Insurance licenses preferred but not required.
A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment Excellent organizational and communication skills Investment Sales Assistants are employed and may be registered through CFS (Member FINRA / SIPC).
Last updated : 2024-03-23
Full Time
$55k-74k (estimate)
03/25/2024
04/24/2024
atriawealth.com
New York, NY
25 - 50
The job skills required for Investment assistant include Wealth Management, Financial Services, Futures, Business Development, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment assistant positions, which can be used as a reference in future career path planning. As an Investment assistant, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment assistant. You can explore the career advancement for an Investment assistant below and select your interested title to get hiring information.