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    Sales Assistant - Los Angeles, United States - Atria Wealth Solutions

    Atria Wealth Solutions
    Atria Wealth Solutions Los Angeles, United States

    1 week ago

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    Description

    Job Description

    Job Description

    Through its relationship with CUSO Financial Services, L. P. (CFS) Los Angeles Federal Credit Union is seeking a Sales Assistant to join the team in the Los Angeles, CA area.

    From its early beginnings to today, Los Angeles Federal Credit Union (LAFCU) has remained a strong, secure financial institution and has grown since the initial deposit of $65 from 12 members to over $1.2 Billion in assets from 73,000 members. As LAFCU grew, the need to over a variety of financial services to its members grew as well and the continued growth in the investment program has created the need to add a Sales Assistant to the team.

    As a Sales Assistant, you become part of the credit union environment providing support to the Financial Advisor(s) and help 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 contribution to sales if appropriately licensed.

    Job duties and responsibilities may include:

    • Possesses solid product knowledge of financial products and service
    • 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.

    Required 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

    Desired Qualifications:

    • Series 7 and 63/65 or 66 FINRA licenses
    • Life and Health Insurance Licensed
    • College degree

    Salary Range: $40,000 to $45,000 Annually

    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're 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

    EOE

    ** Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit

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