FINANCIAL ADVISOR

Bank of Colorado; Glenwood Springs (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

PTO days

Health insurance

Dental

Vision

Life insurance

401K

Parental Leave

Educational Assistance

Job summary

Bank of Colorado in Glenwood Springs seeks a Financial Advisor to develop and maintain client portfolios and provide comprehensive financial planning.

You will prospect new clients, cross-sell services, ensure compliance, and represent the bank in the community. Series 7/66 licenses and 3–5 years of experience preferred.

Qualifications

• Series 7/66 licenses.
• 3–5 years of experience in financial services.
• Knowledge of securities and investment products.
• Experience in financial planning for individuals and businesses.

Responsibilities

• Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager.
• Assists with comprehensive financial planning for clients and periodic client review.
• Be in compliance, following all policies and procedures.
• 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.

Skills

Securities knowledge

Financial planning

Sales & marketing

Customer communication

Problem solving

Confidentiality

Time management

Education

Series 7/66 licenses

3–5 years experience

Job description

Develops and maintains customer portfolio. Responsible for comprehensive financial planning for clients

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 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:

• Prefer 1 -2 years’ experience

PHYSICAL REQUIREMENTS:

Must be able to greet customers read documents, use computer

Hearing: 75-100%

Must be able to communicate with customers and co-workers

Standing/Walking: 25-49%

Must be able to visit customer

Climbing/Stooping/Kneeling: 0-24%

Must be able to use computer, write

PHYSICAL DIMENSIONS:

Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.

NOTE:The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More Details

Series 7/66 Licenses and/or 3-5 years' experience.

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses.Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Timebenefits include:

• 8 paid holidays.*
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.*
• After five years, 22 PTO days each year.*
• After ten years, 27 PTO days each year.*
• Employees must also complete the 90-day introductory period prior to accruing PTO.*
• New employees will receive 16 hours of paid sick time upon their 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.
• Parental Leave after one year of full time employment.
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
• Free checking account and basic printed checks.
• $50,000 group term life insurance.
• Long term disability insurance.
• Employee Assistance Program.
• EducationalAssistance.

*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. Bank of Colorado supports pay and transparency and complies with all applicable pay transparency laws. For more information, view the EEO KNOW YOUR RIGHTS .

Address: 901 Grand Avenue
Glenwood Springs, CO, 81601