Investment Sales Assistant

5 hours ago


Williston, Vermont, United States Atria Wealth Solutions Full time
Investment Sales Assistant

CUSO Financial Services, LP is seeking a highly motivated and organized Investment Sales Assistant to support our Financial Advisors at New England Federal Credit Union in the Williston, VT area.

Key Responsibilities:
  • Provide exceptional client service and support to Financial Advisors and members
  • Process paperwork and coordinate business development activities
  • Contribute to sales efforts if appropriately licensed
  • Possess solid product knowledge of financial products and services
  • Make outbound calls to warm leads to schedule appointments
  • Prepare reports and financial data
  • Ability to work well with all levels of internal management and staff, as well as outside clients and vendors
Requirements:
  • 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

CUSO Financial Services, LP 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.



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