Investment Sales Assistant

7 days ago

Williston, United States Atria Wealth Solutions Full time

CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the Williston, VT area.

New England Federal Credit Union (NEFCU) is a member-owned financial institution serving the following counties in Vermont: Addison, Bennington, Caledonia, Chittenden, Franklin, Grand Isle, Lamoille, Orange, Rutland, Windham, Windsor, and Washington Counties; and the following counties in New Hampshire: Cheshire, Grafton, Merrimack, and Sullivan. NEFCU serves over 95,000 members making us the largest financial institution headquartered in Vermont.

We're in the business of empowering our members to make good financial decisions so you can improve your overall quality of life. We offer solutions that are tailored to your needs and appropriate to your circumstances. We provide our members with a full range of financial products and services, with very competitive rates, fewer fees and unparalleled levels of convenience.

We understand that a local, Vermont-based financial institution can only be as strong as the communities which it serves. Therefore, we are actively engaged in community events and programs that help to improve the overall quality of life here. To learn more about our community involvement, see our Facebook page. To request financial or other support, please see our charitable giving guidelines.

Our dedication to a higher standard of service and the value in our products help us to consistently exceed NEFCU members' expectations.

As an Investment Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is responsible for support and coordination of all activities related to client service, processing of paperwork, coordination of business development activities, and contribution to sales if appropriately licensed.

Job duties and responsibilities may include:

  • Possesses solid product knowledge of financial products and services
  • Responsible for making outbound calls to warm leads to schedule appointments
  • Responsible for trade execution
  • Project coordination
  • Prepare reports and financial data
  • Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
  • Track sales progress
  • Field telephone calls, receive and direct visitors
  • Support the team with events, acting as an event coordinator and person of contact.
  • Troubleshoot minor technical and service issues
  • Strong computer and organization skills
  • Maintain a FINRA compliant filing system with all records
  • Schedule appointments and maintain calendar
  • Communicate with members/clients in a positive manner both in person and/or by telephone
  • Practice high quality service standards in all interactions with clients, prospective clients, and personnel in other departments within the credit union
  • Administer branch referral contests and branch referral tracking; submit branch referral tracking logs to appropriate department
  • Demonstrate an understanding that the credit union offers financial services and investments through CFS
  • Flexibility, excellent interpersonal skills
  • To meet the service needs of the team and clients, job function may necessitate changes in location.
Desired Qualifications:
  • 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
  • Series 7 and 63 FINRA licenses a plus
  • Vermont Life and Health Insurance Licenses a plus


CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-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

Investment Sales Assistants are employed and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). CUSO Financial Services, L.P. is a broker/dealer and RIA with a stable, 25-year track record of serving the investment needs of some of the nation's leading credit unions and their members. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

EOE

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