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Financial Advisor

Company: Ent Credit Union
Location: Colorado Springs
Posted on: September 13, 2020

Job Description:

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

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Keywords: Ent Credit Union, Colorado Springs , Financial Advisor, Other , Colorado Springs, Colorado

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