Advantis Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking an Investment Sales Assistant in the Portland, OR area. 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 cont...
Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking an Investment Sales Assistant in the Puyallup, WA area. 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...
