- Responsible for promoting, selling, and servicing non-depository financial products. Assist in developing direct mail solicitations.
- Follow broker/dealer and insurance company policies and procedures. Maintain blotter, advertising, client, and correspondence files. Accurately complete client profile for all new clients.
- Has daily account responsibility for various transactions. Conduct financial planning seminars. Visit branches to meet clients and train branch staff.
- Maintain required individual insurance and securities licenses, including continuing education requirements. Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Check out this short video for a glimpse at the culture we strive for here at Blue:
- LICENSING: Active Series 7, 63/65 or 66 licenses along with Life, Accident & Health license.
- EXPERIENCE: Minimum of 2 years sales experience in the financial services industry, preferably in a bank or credit union environment.
- EDUCATION/CERTIFICATIONS/LICENSES: A college degree.
- INTERPERSONAL SKILLS: The ability to motivate or influence senior level personnel, internally or externally, is a key component of the job, requiring a significant level of expertise, credibility, influence, and trust. Proficiency in developing and delivering material presentations on complex topics can be important to fulfilling the responsibilities of the position. The inability to communicate at this level would disqualify the individual from being able to fulfill their job responsibilities.
-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Colorado Springs, United StatesJob Description · Job DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area. · At Blue, we ...
-
Financial Advisor
5 days ago
Atria Wealth Solutions Colorado Springs, United StatesThrough its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area. · At Blue, we discover pathways to realize yo ...
-
Financial Represenative/Advisor
3 weeks ago
Northwestern Mutual Colorado Springs, United StatesFinancial Planning with Northwestern Mutual · Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide financial tools and support to help them g ...
-
Financial Represenative/Advisor
3 weeks ago
Northwestern Mutual Colorado Springs, United StatesFinancial Planning with Northwestern Mutual · Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide financial tools and support to help them ...
-
Senior Financial Advisor, Advisory Services
1 week ago
T Rowe Price Group, Inc Colorado Springs, United StatesThere is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do mat ...
-
Fractional Chief Financial Officer
1 week ago
ScaleUp Financial Solutions Colorado, United StatesFractional CFO · ScaleUp Financial Solutions partners with startups and high growth companies providing a full range of finance and accounting services on a fractional basis. We work with fun and interesting entrepreneurs to help them grow and achieve their dreams. We hire top ta ...
-
Wealth Management Client Services Associate
1 week ago
Auctus Search Partners LLC Colorado, United StatesAwesome Wealth Management Practice located in Lakewood, CO is adding a Client Services Associate to their team who will provide full support to one or more Financial Advisors and will primarily manage the preparation and closure of client meetings. Responsibilities include data c ...
-
Accounting Specialist
3 weeks ago
Akkodis Colorado, United StatesJob Title: Accounting Specialist · Client: Fortune 500/Enterprise Banking · Location: Phoenix, Denver, or Dallas – mostly remote, but might be expected to come onsite occasionally · Job Type: 6 Month Contract to Hire · Hours: M-F 8:30 am – 5 pm MT* · Pay Range: $ $30.50/hr on W2 ...
-
Locum Physician
1 week ago
LocumJobsOnline Colorado Springs, United States Full timeLocumJobsOnline is working with to find a qualified Dermatology MD in Colorado · About The Position · A private practice group is seeking a dermatologist for locum tenens coverage. · The facility is located near Denver, Colorado. · There will be general and medical derm, cosmeti ...
-
Locum Physician
1 week ago
LocumJobsOnline Colorado Springs, United States Full timeLocumJobsOnline is working with to find a qualified Orthopedic Surgery MD in Durango, Colorado, 81301 · About The Position · A Trauma Level III facility is seeking an Orthopedic Surgeon for locum tenens coverage. · In Durango, Colorado, you can embark on thrilling outdoor advent ...
-
Locum Physician
1 week ago
LocumJobsOnline Colorado Springs, United States Full timeLocumJobsOnline is working with to find a qualified Psychiatry MD in Colorado · About The Position · A hospital that provides inpatient services is needing child & adolescent locum tenens coverage due to a vacancy. · This facility is located south of Colorado Springs, Colorado. ...
-
Strategic Financial Planning
3 days ago
CBIZ Private Equity Advisory Colorado, United StatesAbout our Business · CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, busine ...
-
Administration Manager
1 week ago
E.A. Buck Financial Services Colorado, United StatesOverview: · E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We're seeking an Administration Manager to join our growing team The applicant must have previous insurance or annuity processing and supervision skills. Our ideal ca ...
-
McCall Communications San Francisco, United States PermanentMcCall Communications Consulting has immediate opportunity for a Network System Analyst. This is an onsite opportunity at either the Peterson Space Force Base or the Shriever Space Force Base in Colorado Springs, CO. An active Secret Security Clearance is required. Responsibiliti ...
-
Locum Nurse Practitioner
1 week ago
LocumJobsOnline Colorado Springs, United States Full timeLocumJobsOnline is working with to find a qualified Otolaryngology NP in Steamboat Springs, Colorado, 80477 · About The Position · A level III trauma facility with less than 50 beds is seeking an otolaryngologist nurse practitioner for locum tenens coverage. · Ski at Steamboat R ...
-
Locum Physician Assistant
1 week ago
LocumJobsOnline Colorado Springs, United States Full timeLocumJobsOnline is working with to find a qualified Otolaryngology PA in Steamboat Springs, Colorado, 80477 · About The Position · A level 3 trauma center is seeking an otolaryngology physician assistant for locum tenens coverage. · While on assignment, Ski at Steamboat Resort, ...
-
Locum Nurse Practitioner
1 week ago
LocumJobsOnline Colorado Springs, United States Full timeLocumJobsOnline is working with to find a qualified Neurosurgery NP in Grand Junction, Colorado, 81501 · About The Position · A level II trauma facility is seeking a Neurosurgery Nurse Practitioner for locum tenens coverage. · Don't miss the opportunity to experience nature by e ...
-
Financial Services Professional
1 week ago
New York Life Colorado Springs, United StatesAbout the jobAre you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic · If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every ...
-
USAA Colorado Springs, United States Full timeWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to ...
-
Client Advisor
3 weeks ago
Tiffany & Co Colorado, United States Permanent JobPosition · Overview: · We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, ...
Financial Advisor - Colorado Springs, United States - Atria Wealth Solutions
Description
Through its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area.At Blue, we discover pathways to realize your possibilities. Serves as a Financial Advisor responsible for providing financial planning services. Responsible for counseling clients and prospective clients about non-depository financial products/services. Must maintain a thorough knowledge of all products/services offered by the company. Must have a working knowledge of products offered by competitors. This position also focuses on:
Our mission is 'We discover pathways to realize your possibilities.' Our employees uphold this mission by utilizing our values as steppingstones to sustain our amazing culture. Those values are Boundless Optimism, Unwavering Confidence, Uniquely Us, and Over the Top. Thank you for showing an interest in Blue Federal Credit Union
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
**Representatives are employed by Blue Federal Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit .
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'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.
Powered by JazzHR
