Financial Services Professional

5 days ago

Bothell, Washington, United States BECU Full time
About the Role

BECU is seeking a highly skilled and experienced Financial Services Professional to join our team as an Associate Financial Advisor. In this role, you will play a pivotal part in providing personalized investment services and recommendations to our member clients.

Key Responsibilities
  • Partnering for Success: Collaborate with Financial Advisors to develop and execute investment strategies for referred members and clients.
  • Tailored Financial Planning: Offer personalized financial planning and investment advice, ensuring that recommended solutions align with the unique needs and risk tolerance of each member.
  • Business Development and Client Referrals: Engage in targeted business development activities and 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.
Requirements
  • Education: Bachelor's degree in a related field or equivalent related experience.
  • Experience: Minimum of two years of experience in the financial industry, including customer-facing roles.
  • Licenses: 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.

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