Share Email Opening Title Financial Advisor  Category Investments   Description At Blue, we discover pathways to realize your possibilities. Serves as a Financial Advisor responsible for providing financial planning services. Responsible for counseling clients and prospective clients about non-depository financial products/services. Must maintain a thorough knowledge of all products/services offered by the company. Must have a working knowledge of products offered by competitors. This position also focuses on: Responsible for promoting, selling and servicing non-depository financial products. Assist in developing direct mail solicitations. Follow broker/dealer and insurance company policies and procedures. Maintain blotter, advertising, client, and correspondence files. Accurately complete client profile for all new clients. Has daily account responsibility for various transactions. Conduct financial planning seminars. Visit branches to meet clients and train branch staff. Maintain required individual insurance and securities licenses, including continuing education requirements. Remains cognizant of and adheres to company policies and procedures, and regulations pertaining to the Bank Secrecy Act. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Oice of Foreign Assets Control. Full Time Position Compensation Range:$52,763 - $79,145 For more information about the Blue culture, please check out these links for a glimpse at the culture we strive to exceed for our employees and members!:Culture BluePrint and Working at Blue!   Position Requirements EXPERIENCE: Five to ten years of similar or related experience, including time spent in preparatory positions. EDUCATION/CERTIFICATIONS/LICENSES: A college degree. INTERPERSONAL SKILLS: The ability to motivate or influence senior level personnel, internally or externally, is a key component of the job, requiring a significant level of expertise, credibility, influence and trust. Proficiency in developing and delivering material presentations on complex topics can be important to fulfilling the responsibilities of the position. The inability to communicate at this level would disqualify the individual from being able to fulfill their job responsibilities.   Full-Time/Part-Time Full-Time   Compensation $52,763 - $79,145   Bondability Eligibility for employment is dependent on bondability.   Job Site Location Yellowstone Road Branch - Cheyenne, Wyoming   Position Financial Advisor   Number of Openings 1   Open Date 11/16/2022   Location Cheyenne, WY - Yellowstone Road Branch   About the Organization Our mission is 'We discover pathways to realize your possibilities.' Our employees uphold this mission by utilizing our values as stepping stones to sustain our amazing culture. Those values are Boundless Optimism, Unwavering Confidence, Uniquely Us, and Over the Top. Thank you for showing an interest in Blue Federal Credit Union!   EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   This position is currently not accepting applications. To search for an open position, please go to http://BlueFederalCreditUnion.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles -- None found --

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