Associate Financial Advisor - Seattle

BECU; Seattle (WA); On-site; USD 125,000 - 150,000; Full time

Job summary

An established industry player is looking for an Associate Financial Advisor to join their team in Seattle. This role offers the opportunity to provide personalized investment services, conduct portfolio reviews, and guide members towards their financial goals. You'll work closely with Financial Advisors to implement tailored investment strategies while enhancing service levels and fostering client relationships. Be part of a purpose-driven organization that values its members and employees, contributing to a culture of growth and support. If you have a passion for financial services and a desire to make a difference, this position is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Time Off

Flexible Spending Accounts

Health Savings Accounts

Paid Holidays

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• At least two years in the financial industry, including customer-facing roles.

Responsibilities

• Provide personalized investment services and conduct portfolio reviews.
• Partner with Financial Advisors to develop investment strategies.

Skills

Investment Strategies

Financial Planning

Client Relationship Management

Communication Skills

Business Development

Education

Bachelor's Degree in Business or Related Field

Tools

Investment Software

PC Proficiency

Job description

Associate Financial Advisor - Seattle

Apply locations: Floating (Washington), Seattle, WA | Time type: Full time | Posted on: Posted 3 Days Ago | Job requisition id: R-11946

Our financial institution, serving 1.5 million members and managing over $30 billion in assets, emphasizes success through people, not profits. Since 1935, our "people helping people" philosophy has driven us to serve our members, communities, and colleagues. Join us and be part of a purpose-driven organization making a real difference.

PAY RANGE

The target pay range for this position is $28.27-$34.47 hourly, with a full range of $21.93-$40.77. Compensation decisions are based on skills, experience, and education. In addition to salary, performance-based incentives are available.

BENEFITS

Our employees and their families have access to medical, dental, vision, life insurance, disability, AD&D, flexible spending accounts, health savings accounts, 401k plan, and employer-funded retirement. Employees accrue paid time off and receive paid holidays. More details can be found on our benefits page.

IMPACT YOU’LL MAKE:

As an Associate Financial Advisor, you will provide personalized investment services, conduct portfolio reviews, and guide members toward their financial goals, building trust and satisfaction through strategic insights and tailored solutions.

***This role involves travel between multiple branch locations and our headquarters, based on scheduled meetings.

WHAT YOU’LL DO:

• Partner with Financial Advisors to develop and implement investment strategies for referred members.
• Offer personalized financial planning, including IRAs and 529 plans, tailored to each member’s needs and risk tolerance.
• Engage in business development and refer prospects as needed.
• Enhance service levels, grow the existing book of business, and foster client relationships.
• Meet sales and performance goals by identifying member needs and presenting suitable solutions.
• Deliver exceptional member service, conduct reviews, and address challenges within BECU Investment Services.
• Coordinate with mutual fund companies, insurance providers, and broker/dealers to meet client needs.
• Maintain accurate records to ensure compliance with FINRA, OSJ, and Insurance regulators.
• Support and mentor administrative staff and participate in team training initiatives.
• Undertake additional responsibilities as assigned, demonstrating versatility and proactive engagement.

QUALIFICATIONS:

Minimum Qualifications

• Bachelor's degree in a related field or equivalent experience; preferred in business.
• At least two years in the financial industry, including customer-facing roles.
• Series 7 and Series 66 (or 63 and 65) licenses.

Desired Qualifications

• Washington Life, Health, and Disability Insurance License.
• Industry certifications such as CFP.
• Knowledge of BECU Investment Services products and services.
• Proficiency in PC and investment software.
• Excellent communication, organizational, and multitasking skills.
• Ability to travel for client meetings.

EEO Statement:

We are an equal opportunity employer, considering all qualified applicants without regard to protected statuses.

About Us

Our mission is rooted in people helping people, serving members and communities for over 80 years. As a member-owned credit union, our focus is on serving our members' interests, supporting learning and growth, and building meaningful careers for our staff.