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Investment Sales Assistant at Atria Wealth Solutions

Investment Sales Assistant

Atria Wealth Solutions Clearfield, UT (On Site) Full-Time
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 Clearfield, 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
* 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
* College Degree preferred

Investment Sales Assistants are employed and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP. visit www.cusonet.com.

EOE

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

Recommended Skills

  • Administration
  • Communication
  • Finance
  • Sales
  • Series 7 General Securities Representative License (Stockbroker)
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