6 Financial Advisor Jobs in Colorado, CO
Atria Wealth Solutions is Hiring a Financial Advisor Near Colorado, CO
- 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 Office of Foreign Assets Control.
- Check out this short video for a glimpse at the culture we strive for here at Blue: Working at Blue!
- LICENSING: Active Series 7, 63/65 or 66 licenses along with Life, Accident & Health license.
- EXPERIENCE: Minimum of 2 years sales experience in the financial services industry, preferably in a bank or credit union environment.
- 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.
Job Summary
Full Time
$48k-64k (estimate)
04/14/2024
07/11/2024
atriawealth.com
New York, NY
25 - 50
Related Companies
The job skills required for Financial Advisor include Presentation, Financial Services, Direct Mail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
