Associate Financial Advisor

3 weeks ago

Bellevue, United States SCS Full time

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 from 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
  • Mentorship


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,

and skills.


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 required FINRA liscence 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 an advisory role.
  • Required: FINRA Liscence Series 65 or a combination ofFINRA Liscences Series 66 & 7
  • Required: 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.
  • Physical Requirements: Desk-based, light lifting.


Job Type: Full-time


Salary Exempt: $70,000.00 per year plus variable bonus


You will be eligible to participate in a variable bonus plan. Actual payouts will be determined based on individual performance objectives and prorated based on the start date.


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

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