Associate Financial Advisor

Beehive Federal Credit Union • Rexburg, ID

8d • Onsite

About The Position

At Beehive FCU, our common goal is to nurture our most valued asset: the friendships we have with our members. We are here to help--it's the only reason we exist. We believe we have the power to help our members with some of the most important, most difficult, and most rewarding endeavors in their lives. Our success starts with creative and caring individuals who work together to bring superior service to our members. We hire only the best and brightest, give them a great place to work, and provide an excellent benefits package. If you are someone who is passionate about helping people with real life needs, then Beehive FCU may be the place for you. This is a Full-Time Associate Financial Advisor position at our Rexburg, Idaho Administration Building, working 40 hours a week, Monday-Friday. The minimum starting pay is $60,382.33 per year, DOE. The role is responsible for providing investment services, and counseling clients and prospective clients about non-depository financial products/services. It also involves servicing current clients as part of the investment management team.

Requirements

• Two to five years of similar or related experience.
• SIE, Series 7, and Series 63 licenses.
• Life insurance license.
• Must be able to be registered with the SEC.
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
• Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
• Must be capable of climbing / descending stairs in emergency situation.
• Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
• Must be capable of regular, reliable and timely attendance.

Nice To Haves

• Must be able to work extended hours whenever required or requested by management.

Responsibilities

• Promoting, selling, and servicing non-depository financial products.
• Assisting Wealth Manager with servicing current clients as assigned.
• Following broker/dealer and insurance company policies and procedures.
• Maintaining blotter, advertising, client, and correspondence files.
• Accurately completing client profile for all new clients.
• Accomplishing daily compliance requirements.
• Daily accounting of various transactions.
• Visiting branches to meet clients and train branch staff as needed.
• Maintaining required individual insurance and securities licenses, including continuing education requirements.
• Performing other duties as assigned and performing all duties in compliance with the Bank Secrecy Act.
• Working at or attending community events as assigned.
• Striving in all that they do to enhance the member experience at BFCU, including actively engaging in needs-based cross-servicing.

Benefits

• Paid holidays
• Employer sponsored 401(k) retirement plan including 2% company match and 9% profit sharing
• Health, vision, and dental insurance with 95% employer paid premium and 65% employer paid premium for families
• Employer paid life insurance
• Opportunity to work in an excellent team-oriented environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed