Talent.com
Associate Financial Advisor - North King Co / Snohomish Co

Associate Financial Advisor - North King Co / Snohomish Co

BECUSammamish, WA, United States
3 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

Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here.

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
    • Promoted
    • New!
    Travel Occupational Therapist (OT) - $2,030 per week in Snoqualmie, WA

    Travel Occupational Therapist (OT) - $2,030 per week in Snoqualmie, WA

    AlliedTravelCareersSnoqualmie, WA, US
    Full-time
    AlliedTravelCareers is working with Cross Country Allied to find a qualified Occupational Therapist (OT) in Snoqualmie, Washington, 98065!. As an outpatient occupational therapist, you'll help indiv...Show moreLast updated: 2 hours ago
    • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Uniti MedSnoqualmie, WA, US
    Full-time
    Uniti Med is seeking a travel Occupational Therapist for a travel job in Snoqualmie, Washington.Job Description & Requirements. Cigna medical, MetLife dental and vision insurance .License r...Show moreLast updated: 1 day ago
    • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    TRS HealthcareSnoqualmie, WA, US
    Full-time
    TRS Healthcare is seeking a travel Occupational Therapist for a travel job in Snoqualmie, Washington.Job Description & Requirements. TRS Healthcare Job ID #1405591.Pay package is based on 8 hour...Show moreLast updated: 1 day ago
    • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Trustaff AlliedSnoqualmie, WA, US
    Full-time
    Trustaff Allied is seeking a travel Occupational Therapist for a travel job in Snoqualmie, Washington.Job Description & Requirements. As an Occupational Therapist, you'll help patients live ...Show moreLast updated: 1 day ago
    • Promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles SchwabBELLEVUE, WA, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Sammamish, WA - Market 21, Region 312

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

    Edward JonesSammamish, 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 moreLast updated: 3 days ago
    • Promoted
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    AMN Healthcare AlliedSnoqualmie, WA, US
    Full-time
    AMN Healthcare Allied is seeking a travel Outpatient Physical Therapist for a travel job in SNOQUALMIE, Washington.Job Description & Requirements. Job Description & Requirements.Physical The...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Mobile Associate, Store-in-Store, Retail Sales

    Mobile Associate, Store-in-Store, Retail Sales

    T-Mobile USA, Inc.Covington, WA, United States
    Full-time +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Travel Occupational Therapist (OT) - $1,827 per week in Snoqualmie, WA

    Travel Occupational Therapist (OT) - $1,827 per week in Snoqualmie, WA

    AlliedTravelCareersSnoqualmie, WA, US
    Full-time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Occupational Therapist (OT) in Snoqualmie, Washington, 98065!. Travel Rehab : Occupational Therapy Snoqualmie.Shift Details...Show moreLast updated: 2 hours ago
    • Promoted
    Sales Associate, PT

    Sales Associate, PT

    Under ArmourMarysville, WA, US
    Full-time +1
    At Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equalit...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Claire Myers ConsultingSeattle, WA, United States
    Full-time
    Our client is an established, growing private wealth management firm seeking a Associate Wealth Advisor, an integral part of the team serving as the true connection between clients, support team, a...Show moreLast updated: 15 days ago
    • Promoted
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Core Medical GroupSnoqualmie, WA, US
    Permanent +1
    Core Medical Group is seeking a travel Outpatient Physical Therapist for a travel job in Snoqualmie, Washington.Job Description & Requirements. Client in WA seeking Physical Therapist : Outpatien...Show moreLast updated: 5 days ago
    • Promoted
    Associate Advisor

    Associate Advisor

    TalentLink SolutionsKirkland, WA, United States
    Full-time
    We are a successful and growing financial planning firm with a seasoned client base and strong reputation.We care for our clients deeply and primarily grow through referrals.We work with people enc...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Travel Occupational Therapist (OT) - $2,102 per week in Snoqualmie, WA

    Travel Occupational Therapist (OT) - $2,102 per week in Snoqualmie, WA

    AlliedTravelCareersSnoqualmie, WA, US
    Full-time
    AlliedTravelCareers is working with Coast Medical Service to find a qualified Occupational Therapist (OT) in Snoqualmie, Washington, 98065!. Coast Medical Service is a nationwide travel nursing & al...Show moreLast updated: 2 hours ago
    • Promoted
    Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

    Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

    Thrivent FinancialBellevue, WA, United States
    Full-time
    About Ascend National Wealth Advisors : .At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and grow with you over time.We begin wit...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    Edward JonesSammamish, WA, US
    Full-time
    Show moreLast updated: 20 hours ago
    • Promoted
    Associate Financial Advisor - North King Co / Snohomish Co

    Associate Financial Advisor - North King Co / Snohomish Co

    Boeing Employees Credit UnionRedmond, 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 moreLast updated: 7 days ago
    • Promoted
    Clinical Psychologist (REMOTE) - Sultan, WA

    Clinical Psychologist (REMOTE) - Sultan, WA

    LifeStance HealthSultan, WA, US
    Remote
    Full-time +1
    We are actively hiring talented.Licensed Clinical Psychologists.Washington who are passionate about patient care and committed to clinical excellence. Please apply now or contact me directly : .Direc...Show moreLast updated: 8 days ago