Current jobs related to Financial Advisor - Colorado Springs - Blue Federal Credit Union

  • Financial Advisor

    3 months ago

    Colorado Springs, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Financial, Spring, Insurance, Investment

  • Financial Advisor

    2 months ago

    Colorado Springs, United States gpac Full time

    We are seeking a dedicated Financial Advisor to join our team. Responsibilities: Provide comprehensive financial planning and investment advice. Develop and implement tailored financial strategies. Maintain strong client relationships and provide ongoing support. Stay updated on market trends and regulatory changes. Requirements: Proven experience as a...

  • Financial Advisor

    3 months ago

    Colorado Springs, United States Atria Wealth Solutions Full time

    Job DescriptionJob 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...

  • 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...

  • Financial Advisor

    1 month ago

    Colorado Springs, United States State Farm Full time

    Securities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...

  • Junior Financial Advisor

    3 weeks ago

    Bonita Springs, United States Magellan Financial & Insurance Services, Inc. Full time

    Join Our Team as a Junior Advisor at Nova Wealth Management!About the Role: Are you passionate about finance and eager to kickstart your career in the financial services industry? Nova Wealth Management is looking for a dynamic and motivated Junior Advisor to join our team. In this role, you will be the primary point of contact for our clients, providing...

  • Veteran Financial Planning Specialist

    1 day ago

    Colorado Springs, Colorado, United States First Command Financial Services, Inc. Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and dreams.Key ResponsibilitiesDirectly engage with the military community by partnering with local military...

  • Financial Advisor

    1 week ago

    Englewood, Colorado, United States Denver Springs Full time

    Overview:Full Time Financial AdvisorFlexible Scheduling - Afternoon/Evening Coverage Needed $26.00/HourBenefits for Our Staff:Collaborating with a dedicated teamOptimal staffing levelsFlexible work hoursOpportunities for advancementCompetitive salaryHealth, Vision, Dental, 401k, and Paid Time OffUKG Wallet – We've partnered with UKG Wallet, a voluntary...

  • Financial Advisor

    5 days ago

    Saratoga Springs, United States Frontier Management (OR) Full time

    Financial Advisor Ready to grow by affiliating with New York Life? New York Life's top-performing financial professionals are expanding their team of producers. They're eager to work with other experienced financial professionals who are joining the New York Life family specializing in one or more of the following areas: Income Protection Retirement...

  • Patient Financial Advisor

    4 days ago

    Connelly Springs, North Carolina, United States EmergeOrtho Full time

    Patient Financial AdvisorThe Patient Financial Advisor will play a crucial role in ensuring accurate patient demographic verification, elucidating treatment expenses and insurance benefits, and managing insurance certification documentation. This position also involves overseeing the collection of preoperative deposits, evaluating payment alternatives, and...

  • Merrill Financial Solutions Advisor

    1 month ago

    Colorado Springs, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Financial Advisor

    1 week ago

    Colorado Springs, Colorado, United States Summit BHC Full time

    Position: Financial Counselor Company: Summit BHC Location: Colorado Springs, Colorado Overview: The Financial Counselor plays a crucial role in evaluating the financial circumstances of patients, assessing their capacity to pay, collecting initial payments, negotiating payment plans, facilitating financing for self-pay obligations, and identifying potential...

  • Financial Services Advisor

    1 week ago

    Webster Springs, West Virginia, United States Davis Health System Full time

    Position: Patient Financial Services AdvisorAs a vital member of the financial team at Davis Health System, you will play a crucial role in assisting patients with their financial inquiries and obligations.Provide support to patients in managing their outstanding self-pay balances.Engage in discussions regarding various payment options, including installment...

  • Financial Aid Advisor

    2 weeks ago

    Saratoga Springs, NY, United States Empire State University Full time

    Financial Aid Advisor Empire State University is currently seeking a full-time Financial Aid Advisor (State Title: Financial Aid Advisor) to join our team at our Saratoga Springs, NY location.The Financial Aid Advisor will administer, evaluate, process, verify, award and deny federal, state and institutional financial aid. The advisor will determine...

  • Financial Planning Analyst

    1 week ago

    Colorado Springs, Colorado, United States Axient Full time

    Exciting Opportunity with AxientAxient is looking for a skilled Budget Analyst to provide essential financial support within our organization.At Axient, we are dedicated to enhancing defense and civilian operations across various domains, including aerospace and cyberspace. Our workforce is vital to our achievements, and we prioritize their well-being...

  • Lead Financial Advisor

    1 week ago

    Colorado Springs, Colorado, United States The Ladders Full time

    Job Title: Accountant Subject Matter Expert Position Type: Full Time, Employee Location: Remote with flexible working options available Credentials: Bachelor's Degree in Accounting; Master's Degree Preferred Citizenship: United States citizenship required Security Clearance: All new hires will undergo a government security investigation and must meet...

  • Financial Advisor for Healthcare Services

    5 days ago

    Excelsior Springs, Missouri, United States Excelsior Springs Hospital Full time

    Position OverviewAs a Financial Advisor for Healthcare Services, you will play a crucial role in guiding patients and healthcare providers through the financial aspects of care. Your responsibilities will include:Providing patients and healthcare professionals with accurate private pay estimates.Assisting patients in completing financial applications and...

  • Client Service Associate

    2 days ago

    Steamboat Springs, Colorado, United States LPL Financial Holdings, Inc. Full time

    Job OverviewThe primary role of the Client Service Associate is to provide administrative support to financial advisors, including daily, monthly, and annual tasks. The CSA helps the advisor maintain their practice and deliver positive results for clients.ResponsibilitiesProvide exceptional customer service by answering phones, scheduling appointments, and...

  • Quality Assurance/Control Advisor I

    4 weeks ago

    Colorado Springs, United States Disability Solutions Full time

    Why USAA?Available positions: 60Let’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 back to those who did. We’re working as one to build a...

  • Receptionist

    2 weeks ago

    Colorado Springs, United States Thrivent Financial for Lutherans Full time

    Greet clients and visitors warmly and ensure they are comfortable. Notify Financial Advisor (FA) of client arrivals promptly. Offer beverages and ensure refreshments are stocked and available for clients and staff. Manage incoming and outgoing mail, Receptionist

Financial Advisor

2 months ago

Colorado Springs, United States Blue Federal Credit Union Full time

At Blue, we discover pathways to realize your possibilities. The Financial Advisor is 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 the following: 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. Knowledge and Skills

EXPERIENCE Five to ten years of similar or related experience, including time spent in preparatory positions. EDUCATION/CERTIFICATIONS/LICENSES 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. ADA Requirements PHYSICAL

REQUIREMENTS Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Full Time Position Full Range: $4,200 per month (plus monthly commission) Eligibility for employment is dependent on bondability, background and credit check. For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees: At Blue Federal Credit Union, we don’t just accept difference – we celebrate it For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees: Employee Benefits Culture BluePrint Working at Blue

Video At Blue Federal Credit Union, we don’t just accept difference – we celebrate it We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need.

#J-18808-Ljbffr