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FINANCIAL ADVISOR

L5

bank of coloradoWindsor, COtoday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesSavings Institutions and Other Depository Credit Intermediation
Financial Planning Representative Develops and maintains customer portfolio. Responsible for comprehensive financial planning for clients
Compensation: 100% Commission
Responsibilities and Duties:
  • Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager. Cross-sells other banking services to new and existing customers. Maintains on-going customer contact to ensure good customer relations.
  • Assists with comprehensive financial planning for clients and periodic client review.
  • Be in compliance, following all policies and procedures.
  • Participates in department meetings.
  • Participates in civic and community organizations, representing the bank, but following personal interests.
  • Regular and reliable attendance.
  • Performs other related duties as assigned by management. Knowledge, Skill, and Abilities:
  • Knowledge of securities and investment products, policies and procedures
  • Knowledge of financial planning for individuals and business
  • Knowledge of sales and marketing practices and principles.
  • Skill in communicating with customers and co-workers in courteous and professional manner.
  • Skill in problem solving.
  • Ability to maintain a high level of confidentiality.
  • Ability to work within strict time constraints and handle multiple tasks simultaneously.
Education and Experience: Series 7 and 66 Licenses College DegreePrefer 2-3 years' experience
Physical Requirements: Benefits: Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.
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Level

SeniorL5

Location

Windsor, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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