Financial Advisor |
| Apr. 25, 2018 - Sep. 25, 2018 |
| Location: | Boulder, CO |
| Benefits: | Competitive Compensation Package |
| Type: | Full Time |
| Department: | Elevations Credit Union |
| Description: | |
| Duties: | Position Summary/Objective:
Identifies and evaluates customer and employee needs for financial services, assess the objectives and goals of the individual, and then develops an investment strategy to implement.
Essential Functions include:
Develops and maintains long-term relationships based on trust and respect for clients, employees and members
Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives
Follows the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer
Drives investment and credit union integration initiatives
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| Qualifications: | |
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