Talent.com
Associate Financial Advisor - North King Co/Snohomish Co
Associate Financial Advisor - North King Co/Snohomish CoBECU • Sammamish, WA, United States
Associate Financial Advisor - North King Co / Snohomish Co

Associate Financial Advisor - North King Co / Snohomish Co

BECU • Sammamish, WA, United States
13 days ago
Job type
  • Full-time
Job description

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.

PAY RANGE

The Target Pay Range for this position is $28.27-$34.47 hourly. The full Pay Range is $21.93-$40.77 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.

BENEFITS - because people helping people starts with supporting you

  • 401(k) Company Match (up to 3%)
  • 4% annual contribution to your 401(k) by BECU
  • Medical, Dental and Vision (family contributions as well)
  • PTO Program + Exchange Program
  • Tuition Reimbursement Program
  • BECU Cares volunteer time off + donation match

IMPACT YOU'LL MAKE :

As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will guide our clients towards achieving their financial goals. Your impact will be measured by the trust, confidence, and satisfaction you foster with each member through your strategic insights and tailored solutions.

  • This role will travel between multiple branch locations in the specified market and our Tukwila headquarters, primarily based on scheduled client and team meetings.
  • WHAT YOU'LL DO :

  • Partnering for Success : Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
  • Tailored Financial Planning : 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.
  • Business Development and Client Referrals : Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support.
  • Service Enhancement and Sales Growth : Develop and market to the existing book of business, elevating service levels and driving sales to foster enduring client relationships.
  • Performance Goals Achievement : Strive to meet sales production goals established by BECU Investment Services management by identifying member needs and presenting suitable solutions.
  • Proactive Member Service and Advocacy : Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.
  • External Partnerships and Collaboration : 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.
  • Operational Integrity and Compliance : 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.
  • Professional Development Support : Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees, sharing valuable resources, and facilitating procedural knowledge.
  • Knowledge Sharing and Training : Collaborate with Financial Advisor(s) on monthly branch employee training and education, fostering a mentor-mentee relationship to support mutual growth.
  • Adaptable Role Engagement : Undertake additional responsibilities as and when assigned, displaying a proactive and versatile approach to support the team's objectives.
  • QUALIFICATIONS :

    Minimum Qualifications

  • 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.
  • Desired Qualifications

  • 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.
  • Ability to travel moderately by car and / or public conveyance for client appointments.
  • EEO Statement :

    BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Create a job alert for this search

    Financial Advisor • Sammamish, WA, United States

    Related jobs
    Associate Agent (Independent Contractor) - Redmond - Union Novelty Hill, WA

    Associate Agent (Independent Contractor) - Redmond - Union Novelty Hill, WA

    Redfin • Redmond, WA, US
    Full-time
    Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money ...Show more
    Last updated: 3 days ago • Promoted
    Financial Advisor

    Financial Advisor

    First Tech Federal Credit Union • Sammamish, WA, United States
    Full-time
    The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the memb...Show more
    Last updated: 7 days ago • Promoted
    Handyman

    Handyman

    Ace Handyman Services • Snohomish, WA, US
    Full-time
    We are one of Snohomish County's top-rated handyman, repair, and remodeling companies and have provided homes and businesses throughout Snohomish County with quality craftsmanship for all of their ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Sammamish, WA - Market 21, Region 312

    Financial Advisor - Sammamish, WA - Market 21, Region 312

    Edward Jones • Sammamish, WA, United States
    Full-time
    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show more
    Last updated: 13 days ago • Promoted
    Travel Physical Therapist (PT) - $1,463 to $1,685 per week in Enumclaw, WA

    Travel Physical Therapist (PT) - $1,463 to $1,685 per week in Enumclaw, WA

    AlliedTravelCareers • Enumclaw, WA, USA
    Full-time
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in ENUMCLAW, Washington, 98022! Pay Information ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Beacon Pointe • Redmond, WA, United States
    Full-time
    Senior Wealth Advisor position at Beacon Pointe Advisors in Redmond, WA.The individual will work directly with the Managing Director and service sophisticated high net worth individuals and their f...Show more
    Last updated: 11 days ago • Promoted
    Tax Associate

    Tax Associate

    H&R Block • Snohomish, WA, US
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 16 days ago • Promoted
    Regional Sales Associate

    Regional Sales Associate

    RepRally • Hobart, WA, United States
    Full-time
    We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry. We're creating a unified platform that connects brands, sa...Show more
    Last updated: 30+ days ago • Promoted
    Associate Financial Advisor - North King Co / Snohomish Co

    Associate Financial Advisor - North King Co / Snohomish Co

    Boeing Employees Credit Union • Sammamish, WA, United States
    Full-time
    Is it surprising to hear that a financial institution of 1.Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each...Show more
    Last updated: 17 days ago • Promoted
    Hygienist Needed In Redmond - Up to $156,000 Annually with a $5K Sign On

    Hygienist Needed In Redmond - Up to $156,000 Annually with a $5K Sign On

    Arthur Marshall Inc • Redmond, WA, US
    Full-time
    Hygienist Needed In Redmond Up to $156,000 Annually with a $5K Sign On.One of the exclusive providers for Microsoft.Several Great Options Available. Flexible 3, 4, or 5-day Work Week.Patients per Da...Show more
    Last updated: 7 days ago • Promoted
    Travel Occupational Therapist - $2,378 per week

    Travel Occupational Therapist - $2,378 per week

    CompHealth Inc. • Enumclaw, WA, United States
    Permanent
    Occupational Therapist for a travel job in Enumclaw, Washington.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompHea...Show more
    Last updated: 30+ days ago • Promoted
    Associate Dentist

    Associate Dentist

    PDS Health • Sammamish, WA, United States
    Full-time
    Now is the time to join Sammamish Smiles Dentistry.You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level a...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist - $2,412 per week

    Travel Physical Therapist - $2,412 per week

    Aureus Medical Group - Therapy • Covington, WA, United States
    Full-time
    Aureus Medical Group - Therapy is seeking a travel Physical Therapist for a travel job in Covington, Washington.Job Description & Requirements. Estimate assumes an 8 hour shift.Hourly rate may chang...Show more
    Last updated: 30+ days ago • Promoted
    Seasonal Retail Sales Associate

    Seasonal Retail Sales Associate

    Kohl's • Snohomish, WA, US
    Full-time +1
    Customer Service Representative.In this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational eff...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Petco Health and Wellness • Redmond, WA, US
    Full-time
    Create a Healthier, Brighter Future for Pets.Petco is a category-defining health and wellness company focused on improving the lives of pets, pet parents, and Petco partners.We are 29,000 strong an...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Mental Health Counselor (Snohomish County)

    Licensed Mental Health Counselor (Snohomish County)

    Optum • Snohomish County, WA, US
    Full-time +1
    Make a real impact in an innovative care model that bridges mental and physical health.Independently Licensed Therapist.In this role, youll work closely with patients, primary care providers, and p...Show more
    Last updated: 7 days ago • Promoted
    Checkout Team Associate

    Checkout Team Associate

    Walmart • Monroe, WA, US
    Full-time +1
    WM Supercenter #5628 19191 N Kelsey St Monroe, WA 98272-1459.Shift may start between 8 : 00am - 4 : 00pm.Front End Checkout associates run our registers. They smile, greet and thank customers, ring up i...Show more
    Last updated: 3 days ago • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Redmond, WA

    J.P. Morgan Wealth Management Private Client Advisor - Redmond, WA

    JPMorgan Chase • Redmond, WA, US
    Full-time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more
    Last updated: 30+ days ago • Promoted