Investment Services Assistant Trainee
CEFCU(24 days ago)
About this role
A CEFCU Member Service team role that supports credit union members and transitions into a Registered Investment Services Assistant after obtaining required licenses. The position is an entry-level opportunity focused on representing CEFCU’s member-first approach within the Investment Services area. Typical hours are daytime weekdays and compensation varies with experience.
Required Skills
- Customer Service
- Licensing
- Investment Products
- Insurance
- Sales
- Compliance
- Bilingual Spanish
- Driving
Qualifications
- Associates Degree in Business
- Life/Health Producers Insurance License (required within 7 months)
- FINRA SIE (required within 7 months)
- FINRA Series 7 (required within 7 months)
- FINRA Series 66 or Series 63 and 65 (required within 7 months)
- Valid Driver's License
- Fingerprinting and FINRA Background Check
- Signed Registered Representative Agreement
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