Financial Sales Assistant Needed !

CUSO Financial Services, L.P. and Pentagon Federal Credit Union (PFCU) are looking for a licensed Investment Sales Assistant for one of their top reps. Joining this prestigious and successful team, the Investment Sales Assistant will be responsible for supporting a Registered Representative (RR) and sales within PFCU branches in the Alexandria/DC area (Fort Myers, Walter Reed, Bolling AFB). 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. Non-licensed with commensurate experience will be considered.

 

This individual will have the opportunity to interact with credit union employees, executives, clients and product providers to support the team. The position requires strong organizational and interpersonal skills, which could lead to a significant career path. Seminar experience a plus!

 

The qualified candidate will have a minimum of 2 years experience in a support or administrative capacity in a financial services or sales environment. Must possess excellent organizational and communication skills, along with superb customer service.

 

CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. Our team of licensed professionals works in tandem with the credit union to provide comprehensive financial services to credit union members.

 

As part of the CFS team, you will participate in the credit union environment by providing investment services to members and building member relationships.

 

Pentagon Federal Credit Union is headquartered in the Washington, DC area. PFCU holds approximately $10 Billion in assets, serves approximately 900K members in 25 branches, and services members 24/7 through two call centers staffed with 500 call center employees.

CFS offers competitive salaries and a comprehensive benefits package.  Please send resume to Sarah Carlberg at scarlberg@cusonet.com or fax to 858-530-4420.  EOE.

To learn more about CUSO Financial Services, L.P., visit our website at www.cusonet.com  and Pentagon Federal Credit Union at www.Penfed.org

A great opportunity to be part of a fun and growing team at Pentagon FCU!