Financial Advisor - Colorado Springs, United States - Atria Wealth Solutions

Atria Wealth Solutions Colorado Springs, United States

3 days ago

Description

Job 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 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:

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: Working at Blue

Position Requirements:

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.

Eligibility for employment is dependent on bond ability.

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.

Yp3ElJoJzw

Financial Advisor

1 week ago

Atria Wealth Solutions Colorado Springs, United States

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 yo ...
Independent Financial Advisor

5 days ago

Magellan Financial & Insurance Services, Inc. Colorado, United States

Elite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Alpha 1 Wealth & Tax ( is built and run by advisors who meet with clients/prospects—we eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, private equ ...
Fraud Governance Advisor

1 week ago

USAA Colorado Springs, United States Full time

Why 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 our employees served in our nation's military, but we all share in the mission to give ...
Fraud Governance Advisor Senior

1 week ago

USAA Colorado Springs, United States Full time

Why 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 our employees served in our nation's military, but we all share in the mission to give ...
Fraud Governance Advisor Lead

1 week ago

USAA Colorado Springs, United States Full time

Why 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 our employees served in our nation's military, but we all share in the mission to give ...
Relationship Manager I

1 week ago

PNC Financial Services Group Woodland Park, United States

Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
Life Insurance Agent

2 weeks ago

NFG Brokerage Colorado Springs, United States

NFG Brokerage, an affiliate with Cetera Financial group, is currently seeking to add an experienced Life Insurance Specialist to our growing team. This position will be responsible for strengthening and growing relationships with existing and potential agents and advisors through ...
Client Service Associate

5 days ago

Prestige Staffing, Inc. Colorado, United States

Growing RIA firm needs Client Service Associate. 100% in office · CSA will complete all client service requests, which includes but isn't limited to, new account set up, account updates, asset movement, reporting, back office system maintenance and ad hoc requests and projects. M ...
Client Service Associate

6 days ago

Morgan Stanley Colorado Springs, United States Full time

POSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
Client Service Associate

2 weeks ago

Prestige Staffing, Inc. Colorado, United States

Growing RIA firm needs Client Service Associate. · CSA will complete all client service requests, which includes but isn't limited to, new account set up, account updates, asset movement, reporting, back office system maintenance and ad hoc requests and projects. Manages, tracks ...
Information Assurance Analyst with Security Clearance

1 week ago

McCall Communications Consulting Colorado Springs, United States

McCall Communications Consulting has immediate opportunity for an Information Assurance Analyst. This is an onsite opportunity at the Peterson Space Force Base in Colorado Springs, CO. An active Secret Security Clearance is required. Responsibilities: Responsible for network moni ...
Specialist for Construction Financing

2 weeks ago

Crimson Technologies Fountain, CO, United States Freelance

Are you passionate about construction financing and providing individual customer advice on an equal footing? Do you value a wide selection of bank partners? For you, teamwork, support, and exchange are not just empty words, but real added value? Then become part of the Dr. Klein ...
SDA Financial Planner/Analyst

1 week ago

Odyssey Systems Consulting Group Colorado Springs, CO, United States

Position Summary Odyssey Systems has an exciting new opportunity providing Advisory and Assistance Services (A&AS) supporting the US Space Force mission to defend National Security Interests in Space as a Senior SDA Financial Planner/Analyst supporting the Joint Task Force Space ...
Senior Banker

1 day ago

The Bank of America Corporation Colorado Springs, United States

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Solution ...
Business Development Associate

2 weeks ago

Morgan Stanley Colorado Springs, United States

*POSITION SUMMARY* · The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to ...
Information Assurance Analyst

1 week ago

Mccall Communications Colorado Springs, United States

McCall Communications Consulting has immediate opportunity for an Information Assurance Analyst. This is an onsite opportunity at the Peterson Space Force Base in Colorado Springs, CO. · An active Secret Security Clearance is required. · Responsibilities: · Responsible for netwo ...
Financial Representative

2 weeks ago

Fidelity TalentSource LLC Colorado Springs, United States

· Job Description: · Financial Representative · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop lo ...
Sales Associate-eCommerce/Phone

1 week ago

AutoNation USA Colorado Springs Colorado Springs, United States

Overview: · Imagine working in a professional position where you can make a positive impact on our employees, organization, and customers every day. AutoNation is looking for a SALES ASSOCIATE to join our AUTONATION USA CO SPRINGS DEALRSHIP. Our SALES ASSOCIATE position is a gre ...
Hardware Engineer

1 week ago

Infinity Systems Engineering, LLC Colorado Springs, United States

Salary Range: $ To USD) Annually Infinity's niche in the aerospace and defense industry is specialized solutions that help bridge the gap between space and ground. This is no small task, and we owe our success to our team who help us fulfill our mission; to match people with thei ...
Cyber Engineer Integrator

1 week ago

Infinity Systems Engineering, LLC Colorado Springs, United States

Salary Range: $ To USD) Annually Infinity's niche in the aerospace and defense industry is specialized solutions that help bridge the gap between space and ground. This is no small task, and we owe our success to our team who help us fulfill our mission; to match people with thei ...