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Financial Advisor


   Closing Date: Aug. 05, 2019

Employer:Elevations Credit Union
Job Location: Louisville - Boulder County
Employment Type:Full Time
Benefits:Competitive Compensation Package

Description:

When joining Elevations, you can expect to work for a company that:

Provides amazing experiences and creates raving fans.
Strives to provide solutions for a better life and promises employees it will be the best place they have ever worked.
Wins awards such as “Best Bank”, “Best Companies to Work for in Colorado” and even the “Malcolm Baldrige National Quality Award”, the only Presidential award for quality.
Has a highly-engaged workforce and emphasizes career growth, empowerment and servant leadership.

What’s in it for you:

Competitive pay, organization-wide incentive program, 401k matching, mortgage and auto discounts
4 weeks min. paid time off, work anniversary paid time off, 11 paid holidays, and 16hrs paid volunteer time off
Medical, dental, and vision health plans with FSA or HSA options
Onsite fitness center, Zumba and yoga classes, health fairs with biometrics screening and flu shots
Employee Assistance Program with a variety of services
Career development, trainings, career coaching, job shadowing, mentoring program, tuition reimbursement up to $5,000/year, and a recognition system
Culture of excellence and continuous improvement
We strive to be the best place you’ve ever worked!

Duties:

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
-Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Qualifications:

Required Education and Experience:

-FINRA Series 7 and Series 66 or 65 required
-State Life and Health Insurance License required
-FINRA Licensing requirements
-Three to five years licensed registered representative sales experience required
-Must have in-depth investment knowledge, exceptional sales skills, ability to independently utilize judgment, and make sound business decisions
-Must have strong presentation skills

Preferred Education and Experience:

-FINRA Series 53 preferred

Work Environment: This job operates in an office setting and routinely uses standard office equipment

Physical Requirements: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs. of force occasionally to lift, carry, push, pull, or move objects.

Position Type/Expected Hours of Work: Full time / 40 hours per week

Classification: Exempt

Location: Louisville Branch

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1953, we’ve grown from 12 members and less than $100 in assets to an institution with 13 branches and more than 120,000 members that manages over $2 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: Elevations Credit Union is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.
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