BECU

Associate Financial Advisor

BECU

full-time

Posted on:

Location Type: Hybrid

Location: Sammamish • Washington • 🇺🇸 United States

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Salary

💰 $28 - $34 per hour

Job Level

JuniorMid-Level

About the role

  • Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
  • Offer personalized financial planning and investment advice, including IRAs and 529 plans.
  • Engage in targeted business development activities assigned by management.
  • Develop and market to the existing book of business.
  • Strive to meet sales production goals established by BECU Investment Services management.
  • Demonstrate a commitment to delivering exceptional member service.
  • Liaise with mutual fund companies, insurance companies, and clearinghouses on behalf of clients and prospects.
  • Maintain meticulous records of member/client interactions and trade processes.

Requirements

  • Bachelor's degree in a related field or equivalent related experience.
  • Minimum of two years of experience in the financial industry, including customer-facing roles.
  • Series 7 and Series 66 (or 63 and 65) licenses.
  • Washington Life, Health, and Disability Insurance License (desired).
  • Industry certifications/designations, e.g., CFP (desired).
  • Proficient PC skills, with a working knowledge of investment company software.
  • Excellent verbal and written communication skills.
  • Strong organizational, telephone, time management, and multitasking skills.
  • Ability to travel moderately by car and/or public conveyance for client appointments.
Benefits
  • Medical, dental, vision and life insurance coverage.
  • Disability and AD&D insurance.
  • Health care and dependent care flexible spending accounts.
  • Health savings accounts.
  • 401k plan and employer-funded retirement plan.
  • Paid time off (PTO) accrued at 6.16 hours per pay period (up to 160 PTO hours per year).
  • Ten paid holidays throughout the calendar year.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planninginvestment strategiesIRAs529 planssales productioncustomer-facing rolesinvestment company software
Soft skills
exceptional member servicecommunication skillsorganizational skillstime managementmultitasking
Certifications
Bachelor's degreeSeries 7 licenseSeries 66 licenseWashington Life Insurance LicenseHealth Insurance LicenseDisability Insurance LicenseCFP