Financial Advisor

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

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service form our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.

Our work environment includes:

• Modern office setting
• Growth opportunities
• Lively atmosphere
• Safe work environment

Salary: $80,000 - $135,000 + Potential Signing Bonus

POSITION SUMMARY

We seek a dedicated and knowledgeable Associate Financial Advisor to join our team at SCS in Bellevue, Washington. As an Associate Financial Advisor, you will be crucial in providing financial guidance and support to our clients.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Equal Opportunity is Real Here

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team that represents a variety of backgrounds, perspectives,

ESSENTIAL FUNCTIONS

• Work closely with senior advisors to develop financial strategies for clients.
• Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, investment objectives, risk tolerance, and other information necessary for financial planning.
• Identify and pursue new business development opportunities.
• Conduct thorough financial analysis and research to provide tailored recommendations.
• Assist in the creation of financial plans and investment portfolios.
• Collaborate with clients to address their financial goals and concerns.
• Stay up to date with industry trends and changes in financial regulations.
• Maintain necessary licenses, including Series 65 and Washington State life and disability insurance licenses.
• Provide exceptional customer service and build strong client relationships.
• Assist in client meetings and presentations.
• Handle administrative tasks related to client accounts.
• Adhere to the firm’s compliance requirements.
• Communicating with clients and internal staff to resolve account-related issues.
• Other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Extensive knowledge of financial markets and investment strategies.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office Suite or related software.

EDUCATION AND EXPERIENCE:

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

WORK ENVIRONMENT/PHYSICAL DEMANDS

• Core Hours: 8 AM - 4:30 PM, Mon-Fri.
• Computer Use: Analyzing data, software, and reports.
• Client Meetings: Occasional regional travel.
• Deadline-Driven: Occasional extended hours.
• Professional Attire: Business dress code.

DISCLAIMER

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.