Associate Financial Advisor: Client-Focused Guidance

SCS; Bellevue (WA); On-site; USD 80,000 - 135,000; Full time

Benefits offered by this job

Modern office setting

Growth opportunities

Lively atmosphere

Safe work environment

Job summary

SCS in Bellevue, Washington is seeking an Associate Financial Advisor to provide guided financial planning and client support. You will work with senior advisors to develop strategies, gather personal financial information, and create tailored recommendations for clients.

Qualified candidates have a Bachelor's degree in Finance/Accounting/Business Administration, at least 2 years in a financial role, and licenses (Series 65 and WA life and disability).

Qualifications

• Bachelor’s degree in Finance, Accounting or Business Administration.
• Minimum of 2 years in a financial institution or advisory role.
• Series 65 license and state license for life and disability insurance.

Responsibilities

• Work closely with senior advisors to develop financial strategies for clients.
• Meet with clients to gather income, expenses, insurance, tax status, goals and risk tolerance.
• Identify and pursue new business development opportunities.
• Conduct financial analysis and create tailored recommendations.
• Assist in creating financial plans and investment portfolios.
• Collaborate with clients to address their financial goals and concerns.
• Stay up to date with industry trends and regulatory changes.
• Maintain required licenses and adhere to compliance.

Skills

Communication

Interpersonal skills

Financial markets knowledge

Organizational skills

Analytical skills

MS Office

Education

Bachelor’s degree in Finance/Accounting/Business Administration

Tools

Microsoft Office Suite

Job description

SCS in Bellevue, Washington is seeking an Associate Financial Advisor to provide guided financial planning and client support. You will work with senior advisors to develop strategies, gather personal financial information, and create tailored recommendations for clients.

Qualified candidates have a Bachelor's degree in Finance/Accounting/Business Administration, at least 2 years in a financial role, and licenses (Series 65 and WA life and disability).