Investment Services Assistant Trainee
About The Position
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Actively pursues and obtains required licenses. Transitions to Registered Investment Services Assistant upon attainment of required licenses, not exceeding seven months. If candidate fails testing, they are not eligible for a position in the Investment Services department – normal HR job fail procedures would apply. Provides the highest quality member experience, for both internal and external members. Hours: Monday - Friday 8:30 a.m. - 5:00 p.m.
Requirements
- 0-2 years’ experience
- Associates Degree in a business-related field
- Must obtain Life/Health Producers Insurance license and Financial Industry Regulatory Authority (FINRA)- Securities Industry Essentials (SIE), Series 7 and Series 66, or Securities Industry Essentials (SIE), Series 7, 63, and 65 or Series 7, 63, and 66 licenses within seven (7) months or less of and be able to complete continuing education/testing requirements as needed to maintain professional licenses.
- Must possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance.
- Must be fingerprinted and pass FINRA’s background checks.
- Must sign Broker-Dealer’s Registered Representative Agreement
Nice To Haves
- Knowledge of both investment and insurance operations including products, terms, suitability, and compliance aspects.
- Meeting or exceeding established sales, referral, and up-sale goals.
- Professional experience in securities/insurance industries
- Bachelor’s Degree
- Bilingual, Spanish preferred
Responsibilities
- Actively pursues and obtains required licenses.
- Transitions to Registered Investment Services Assistant upon attainment of required licenses, not exceeding seven months.
- Provides the highest quality member experience, for both internal and external members.
Benefits
- Financial Merit-based raises
- Health and Welfare Generous paid time off (Holiday, Personal or Sick Time, Vacation)
- Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
- Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
- Health Savings Account
- Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
- Life Insurance
- Accidental Death & Dismemberment Insurance
- Disability Benefits
- Defined Benefit Plan – Pension
- Defined Contribution Plan – 401K
- Additional Benefits Employee Assistance Program
- Tuition reimbursement
- Career growth through internal job postings
- Management Development Program: formal mentoring and training
- Opportunities to help improve and build the CEFCU of tomorrow through process teams
- Opportunities to personally contribute to corporate financial literacy and community initiatives
- Casual days to support local charities
- Employee discounts on entertainment, cell phone plans, theme park tickets, and more
- On-site fitness center, fitness classes, and wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
