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Financial Advisor
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- Through its relationship with CUSO Financial Services, L. P. (CFS) Blue Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Colorado Springs, CO area.
- Serves as a Financial Advisor responsible for providing financial planning services.
- Follow broker/dealer and insurance company policies and procedures.
- 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.
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