Associate Financial Advisor - South Puget Sound

Boeing Employees' Credit Union•Tukwila, WA

2d•Hybrid

About The Position

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. The Target Pay Range for this position is $28.99-$35.34 hourly. The full Pay Range is $22.50-$41.83 hourly. 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. hourly. 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.

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.
Ability to travel moderately by car and/or public conveyance for client appointments.

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.

Responsibilities

Partner 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.