Company: Ent Credit Union
Location: Colorado Springs
Posted on: September 13, 2020
Provide sales support for Sr. Financial Advisors
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This position exists to help members by assessing their
financial goals, needs and objectives while providing them with
exceptional personalized service as it relates to investment
products.. Essential Job Duties and Responsibilities:. Meet with
clients to assess financial goals, complete investment
applications, and address any investment needs of customers..
Maintain complete documentation on potential and existing
customers.. Assist with training Ent employees on various
investment services products. Other duties as required. Minimum
Formal Education Required for this Position:. Knowledge consistent
with an Associate’s Degree in Business, Finance, or a related
field. Each year of relevant work experience may be exchanged for a
year in a relevant degree program or vice versa. For example, a
requirement of “Knowledge Consistent with a Bachelor’s Degree in
Accounting and 2+ years’ of accounting experience” could be
substituted for a High School Diploma and 6 years of relevant
accounting work experience or a Master’s Degree in Accounting and 0
years of work experience.. 1+ Years’ experience with Investments.
Technical or specialized knowledge/skills:. Ability to identify and
evaluate member needs for financial services, assess the objectives
and goals of the member, then develop an investment strategy to
implement.. Periodically meet with members to review and update
member needs ensuring investment objectives and goals are
progressing as according to plan. Meetings take place either
monthly, quarterly, or yearly depending on member needs established
by the advisor.. Keep current on investment related products and
services offered.. Develop and maintain long-term relationships
based on trust and respect for members and employees.. Follow
through on the sales goals set forth by the VP of Investment
Services.. Identify and develop relationships with CFS personnel
and wholesale companies.. Provide regular feedback to Service
Center employees, managers, executives regarding sales practices
and business development initiatives.. Work with Service Center
Managers to identify and leverage cross-sell opportunities..
Proactively market and support all aspects of the credit union..
Represent the Credit Union and CFS in a professional manner as it
pertains to clients, industry organizations, regulatory bodies, and
other key outside parties.. Follow the rules and regulations set
forth by the credit union, FINRA, SEC and CUSO Financial Services
our Broker/Dealer.. Supports Ent’s mission and corporate values..
Proficient with the Microsoft Office Suite of products
(Word/Excel/Outlook).. Certifications required:. FINRA Series 7, 63
and 66 or 65.. State Life Insurance license.. All employees must
disclose any criminal history to CFS.. All individuals will be
fingerprinted, as mandated by the FINRA Books and Records rules.
All fingerprint submissions are processed through the Federal
Bureau of Investigation and Department of Justice and results are
returned to CFS via electronic notification.. A valid Driver’s
License. Environmental, physical and psychological requirements:.
Must be able to sit or stand for prolonged periods of time in a
climate controlled environment. Must be able to use fingers, hands,
wrists for repetitive tasks such as typing, using a mouse, handling
paper, currency, or coin, and operating a telephone. Demands for
visual and auditory acuity are typical of an office environment.
Must be able to interact via email, telephone, or in person with
diplomacy, tact, and courtesy with all members under varying
circumstances. Must be able to lift up to 40 lbs. This position may
involve frequent driving in order to cover the advisor’s
territory.. Equal Opportunity Employer/Protected
Veterans/Individuals with Disabilities. The contractor will not
discharge or in any other manner discriminate against employees or
applicants because they have inquired about, discussed, or
disclosed their own pay or the pay of another employee or
applicant. However, employees who have access to the compensation
information of other employees or applicants as a part of their
essential job functions cannot disclose the pay of other employees
or applicants to individuals who do not otherwise have access to
compensation information, unless the disclosure is (a) in response
to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).
Founded in 1957, Ent Credit Union is a different kind of financial
institution, committed to improving members’ financial quality of
life.... Thousands of employers search for candidates on Indeed
Minimum work experience:
Keywords: Ent Credit Union, Colorado Springs , Financial Advisor, Other , Colorado Springs, Colorado
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