Financial Advisor

Job Posted 6/13/2022
Security Service Federal Credit Union
Colorado Springs, CO
United States
Category Banking
Experience Required
Degree Required
Banking / Financial Services
$55,000.00 to $55,000.00 Per Year
Job Description
What You Will Do

Registered securities and insurance representative providing financial, investment and insurance sales & service to members or potential members. Provides telephone and in -- person customer service to brokerage and investment clients by providing accurate information regarding their investments, answers to questions regarding existing accounts and handling requests such as additional purchases, redemptions and account changes. Opens new customer accounts as appropriate. Maintains current files on all new and existing customers with open accounts. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.

What We Require

Bachelor degree in Business Administration, Finance, Economics, or equivalent education and/or experience. Minimum of two (2) years of registered representative or financial consultant experience. Series 7 Securities license, Series 66 Investment Advisory Representative license and Group 1 Insurance license. Representative's U-4 must indicate no "yes" answers in sections regarding investigative disclosure, criminal disclosure, regulatory action disclosure, and customer complaint disclosure. Any "yes" answers must be approved by management in writing prior to employment. Broad knowledge of Investment Products and Portfolio Allocation Considerations. Proficiency with word processing, spreadsheets, contact management, email, and other general office software. Excellent organizational and communication skills. Valid driver’s license, a good driving record, and insurability. Demonstrated ability to motivate and lead high performing staff that consistently attains established production goals. Ideal Candidate Will Have:

Who We Are

Experience with financial software and hardware (e.g., Bloomberg) is helpful. Thorough knowledge and understanding of federal, state and NCUA regulations.

Security Service Federal Credit Union is an industry leader who has built a reputation of innovation, strength, and stability. We pride ourselves on discovering and developing employees who have exceptional character and a genuine passion for helping others. In return, we deliver a comprehensive total rewards package that supports the financial, physical, and emotional wellbeing of our employees. Our Core Values:

What We Offer

All employees should demonstrate our SSFCU core values -- Caring, Innovative, Honest, Fair and Dedicated -- while providing enthusiastic, professional, and courteous service to SSFCU members and employees.

SSFCU offers a comprehensive total rewards package. Benefit options include medical, dental and vision insurance; health savings and flexible spending accounts; company paid employee life insurance; supplemental life insurance plans; supplemental insurance plans for hospital and critical accident; short term disability; company paid long term disability; paid sick and safe leave, paid vacation, 401K match with immediate vesting, tuition reimbursement, employee tenure and award programs, access to an on-site fitness center or gym membership reimbursement program. Employees can participate in our award-winning Total Wellbeing program focusing on physical, financial and emotional wellbeing. We invest in our communities through our Volunteer Corps and in you, through ongoing growth and development opportunities. Additional Information:

We are an EEO Employer that provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status, or genetic information.
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