- Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
- Tailored Financial Planning: Offer personalized financial planning and investment advice, including IRAs and 529 plans, while ensuring that the recommended solutions align with the unique needs and risk tolerance of each member.
- Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support.
- Service Enhancement and Sales Growth: Develop and market to the existing book of business, elevating service levels and driving sales to foster enduring client relationships.
- Performance Goals Achievement: Strive to meet sales production goals established by BECU Investment Services management by identifying member needs and presenting suitable solutions.
- Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.
- External Partnerships and Collaboration: Liaise with mutual fund companies, insurance companies, clearinghouses, and broker/dealers on behalf of clients and prospects to fulfill their unique needs and service requirements.
- Operational Integrity and Compliance: Maintain meticulous records of member/client interactions and trade processes to comply with the regulations of FINRA, Office of Supervisory Jurisdiction (OSJ), and Insurance Agency (Agency) regulators.
- Professional Development Support: Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees, sharing valuable resources, and facilitating procedural knowledge.
- Knowledge Sharing and Training: Collaborate with Financial Advisor(s) on monthly branch employee training and education, fostering a mentor-mentee relationship to support mutual growth.
- Adaptable Role Engagement: Undertake additional responsibilities as and when assigned, displaying a proactive and versatile approach to support the team's objectives.
- Bachelor's degree in a related field or equivalent related experience. Bachelor's degree in business.
- 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.
- Industry certifications/designations, e.g., CFP
- Thorough knowledge of all products and services offered by BECU Investment Services, with a general understanding of BECU products.
- 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.
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Associate Financial Advisor - Washington, United States - BECU
Description
As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy - which includes our team members.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit
PAY RANGE
The Target Pay Range for this position is $57,000-$69,600 annually. The full Pay Range is $44,200-$82,300 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
BENEFITS
Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here.
IMPACT YOU'LL MAKE:
As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will guide our clients towards achieving their financial goals. Your impact will be measured by the trust, confidence, and satisfaction you foster with each member through your strategic insights and tailored solutions.
***This role will travel between multiple branch locations in the specified market and our Tukwila headquarters, primarily based on scheduled client and team meetings.
WHAT YOU'LL DO:
QUALIFICATIONS:
Minimum Qualifications
Desired Qualifications
EEO Statement:
BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Associate Financial Advisor professionals in Washington, D.C.
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Shehryar Qazi
PhD Economist looking to tutor