Financial Services Sales Coordinator
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-08-23
Listing for:
Canvas Credit Union
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Canvas Credit Union in Lone Tree, CO is seeking a Sales Assistant to support CBSI Financial Advisors, manage back-office operations, and lead marketing efforts for the CBSI program. The role involves helping advisers, processing trades, and providing exceptional member service.
The position requires FINRA licenses and brokerage product knowledge, with strong emphasis on compliance, data accuracy, and member-focused service in a fast-paced environment.
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