Associate Financial Advisor - South Puget Sound

Boeing Employees' Credit Union•Tukwila, WA

8d•$29 - $35

About The Position

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.

Requirements

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.

Nice To Haves

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.

Responsibilities

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, while ensuring that the recommended solutions align with the unique needs and risk tolerance of each member.
Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support.
Develop and market to the existing book of business, elevating service levels and driving sales to foster enduring client relationships.
Strive to meet sales production goals established by BECU Investment Services management by identifying member needs and presenting suitable solutions.
Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.
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.
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.
Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees, sharing valuable resources, and facilitating procedural knowledge.
Collaborate with Financial Advisor(s) on monthly branch employee training and education, fostering a mentor-mentee relationship to support mutual growth.
Undertake additional responsibilities as and when assigned, displaying a proactive and versatile approach to support the team's objectives.