Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
Offer personalized financial planning and investment advice, including IRAs and 529 plans.
Engage in targeted business development activities assigned by management.
Develop and market to the existing book of business, elevating service levels and driving sales.
Strive to meet sales production goals established by BECU Investment Services management.
Demonstrate a commitment to delivering exceptional member service, conducting regular reviews.
Liaise with mutual fund companies, insurance companies, clearinghouses, and broker/dealers on behalf of clients.
Maintain meticulous records of member/client interactions and trade processes.
Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees.

Bachelor's degree in a related field or equivalent related experience.
Minimum of two years of experience in the financial industry, including customer-facing roles.
Series 7 and Series 66 (or 63 and 65) licenses.
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.

Associate Financial Advisor

Key skills