Associate Financial Advisor

1 week ago

Sammamish, United States Boeing Employees Credit Union Full time

A leading financial institution in Sammamish is seeking an Associate Financial Advisor to provide personalized investment services. The ideal candidate should have a Bachelor’s degree and two years of experience in the financial industry. This role emphasizes collaboration with Financial Advisors to develop tailored financial plans for clients, focusing on their unique needs and goals. Benefits include medical coverage, a 401(k) plan, and paid time off.#J-18808-Ljbffr

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    1 week ago

    Sammamish, United States First Technology Federal Credit Union Full time

    Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as...

  • Sr. Associate Financial Advisor

    2 weeks ago

    Sammamish, United States First Tech Federal Credit Union Full time

    Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working...

  • Sr. Associate Financial Advisor

    2 weeks ago

    Sammamish, WA, United States First Technology Federal Credit Union Full time

    Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as...

  • Sr. Associate Financial Advisor

    2 weeks ago

    Sammamish, WA, United States First Technology Federal Credit Union Full time

    Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as...

  • Sr. Associate Financial Advisor

    1 week ago

    West Lake Sammamish, Washington, United States First Technology Federal Credit Union Full time $90,000 - $120,000

    The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with...

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    1 week ago

    Sammamish, United States BECU Full time

    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...

  • Associate Financial Advisor

    1 week ago

    Sammamish, United States Boeing Employees Credit Union Full time

    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...

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    2 weeks ago

    Sammamish, WA, United States Boeing Employees Credit Union Full time

    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...