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Financial Advisor

2 months ago

Colorado Springs, United States Atria Wealth Solutions Full time

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:

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

www.cusonet.com

.

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. #J-18808-Ljbffr