Top 33 Financial advisor Jobs in Fruita, Co

Branch Member Advocate
Credit Union of Colorado —Grand Junction, CO
- $22.79 - $25.07 an hour
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
9d
Associate - Upper Midwest Advisor Group
Thrivent —Grand Junction, CO
- Research
- Mid-level
- Administrative experience
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

Discover related jobs

Based on your search for financial advisor jobs.

Wealth Management Client Associate
Bank of America —Grand Junction, CO
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour
Associate - Upper Midwest Advisor Group
Thrivent —Grand Junction, CO
Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members,…
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Financial Consultant
TIAA —Columbus, OH
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
$72,700 - $95,500 a year

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor in fruita, co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near fruita, co

Clerical Associate jobs in New York, NY

Retail Tax Office Associate Team Leader jobs in Georgia

Retail Tax Office Associate Team Leader jobs in Frankfort, KY

Retail Tax Office Associate Team Leader jobs in King Of Prussia, PA

Retail Tax Office Associate Team Leader jobs in Raleigh, NC

Clinical Research Associate jobs in Indianapolis, IN

Team Truck Driver jobs in Phoenix, AZ

Investment Consultant jobs in Chicago, IL

Investment Consultant jobs in Providence, RI

Investment Consultant jobs in Jenkintown, PA

Patient Advocate jobs in Dallas, TX

Member Advocate jobs in Sacramento, CA

Member Advocate jobs in Washington, DC

Member Advocate jobs in Houston, TX

Victim Advocate jobs in Virginia

Member Advocate jobs in Utah

Patient Advocate jobs in San Diego, CA

Wealth Management Advisor jobs in Edwardsville, IL

Property Management jobs in Arlington, VA

Wealth Management Advisor jobs in Fort Worth, TX

Branch Member Advocate

Credit Union of Colorado -
Grand Junction, CO

Quick Apply

Job Details

$22.79 - $25.07 an hour
9 days ago

Qualifications

MLO License
Basic math
High school diploma or GED

Full Job Description

Hourly Pay Range: $22.79 - $25.07, depending on experience

We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.

Remote Eligible: No

General Purpose of the Position

Primarily responsible for providing effective member service for Credit Union of Colorado members by utilizing excellent, in-depth knowledge of company products and services to find the best solutions for our members. A Member Advocate is compassionate, approachable, and dedicated to enriching the member's experience with our organization. The individual in this position is passionate about connecting with people, building trust and providing a level of expertise that is unmatched in the industry, by maintaining a deep knowledge of financial products and services including deposit accounts, consumer loans, mortgage loans, and self-service products. They must advocate for our members in pursuit of a better outcome, always "owning" the member experience to create confidence in finding the best solutions. A Member Advocate must effectively carry out the essential duties of this position in a manner that consistently demonstrates Credit Union of Colorado's Core Values and Services and Solutions expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES (includes the following). May perform other duties as requested or assigned.

Consistently build rapport, ask questions to uncover needs, recommend solutions, educate our members about our convenient service options, and demonstrate our "here to help" culture.
Open new member accounts, service existing accounts, offer solutions tailored to individual member needs, while safeguarding member information.
Maintain knowledge in all credit union programs, ensuring exemplary service and accuracy is delivered to all members.
Provide deposit, consumer and mortgage loan, and money management services to members.
Collaborate across all branches and support departments, to always facilitate the best and most appropriate solutions for our members.
Demonstrate flexibility in assuming a variety of roles and responsibilities including, but not limited to, teller operations, reception, consumer, and mortgage loans.
Knowledgeable and effective with all delivery channels to include member-facing, telephone, email, video conferencing, etc.
Successfully complete onboarding plan and incorporate/display a member centric approach when serving members.
Assume responsibility for personal and professional development through training, collaboration, and teamwork.
Meet or exceed scorecard expectations in demonstrating exemplary member service, accuracy, and Member Centricity Open and perform maintenance on accounts such as audits and product add-ons.
Complete branch reporting and balancing as needed.
Assist coworkers with learning.
Required to comply with NCUA requirements and register as a Mortgage Loan Originator and keep a current registration in compliance with the SAFE Act.
Obtain and maintain Series 30, Membership Officer, Notary, and Lending Authority as required (and as defined by CUofCO's Consumer Lending Department).
Adhere to all Federal and State laws and regulations applicable to the credit union, including but not limited to the Bank Secrecy Act and OFAC.
Other duties as assigned. This may include, but is not limited to, opening, and closing the branch, assisting the branch with real estate and consumer loan closings, and representing the Credit Union at external events.
Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position.

Requirements

EDUCATION AND EXPERIENCE

High school diploma or general education degree (GED) required and six months related experience working in a financial retail environment preferred. Two to three years of direct retail sales experience and cash handling preferred. Demonstrated analytical, accuracy, and problem-solving skills within a work environment. Ability to communicate verbally clearly and effectively and in writing.

OTHER SKILLS AND ABILITIES

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Typing and data entry; 10-key calculator. Microsoft Word, Excel, and Outlook; Symitar and DocuSign systems a plus.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is typically required to sit for long periods. The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop, and reach with hands and arms. The employee will occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Please note applicants can redact any information that identifies their age, birth date, or dates of schooling on either their resume or any additional materials provided.

Quick Apply

Refine Your Search

financial advisor jobs in fruita, co

Branch Member Advocate

Associate - Upper Midwest Advisor Group

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor in fruita, co

Explore jobs in more locations

General Purpose of the Position

Requirements

Job Seeker Tools

Employer Tools

Browse

Stay Connected