Investment Sales Assistant

 

Taking your career to the next level at one of California's most innovative and growing Credit Unions!  SMCU is proud to be ranked one of the Bay Area's "Best Places to Work" for 2006.  SMCU provides competitive salaries and benefits, internal advancement and community involvement opportunities.  We are seeking a motivated and experienced Investment Sales Assistant.

 

 

To Qualify for this Dynamic Position:Must have or obtain within the first 6 months of employment NASD Series 7,66 or 65 licenses, and Life and Health Insurance license.3+ Years securities industry experienceExceptional customer serviceStrong computer skills and be detail oriented

 

Responsibilities:Support the production of the Registered Representative by answering customers questions and describing investment products and services.Schedule appointments for the Financial Consultant.Follow up on all pending commissions and account processing for transfers and rollovers.Develop and maintain long-term relationships based on trust and respect for clients, employees and members.Drive investment and credit union integration intiatives, e.g. call nights, branch training, etc.



 

San Mateo Credit Union is an equal opportunity employer.