Financial Advisor - Greater Puget Sound

As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than$30 billionin managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy - which includes our team members.

BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.

To learn more visit becu.org/careers.

PAY RANGE

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 a Financial Advisor at BECU, you'll have the unique opportunity to directly impact the financial success of our members and customers. Your expertise in financial planning will empower individuals to make informed decisions about their financial futures. You will provide tailored advice on everything from investment strategies to retirement planning, building trust and lasting relationships with clients. With a focus on high standards and ethical conduct, your role will not only help members achieve their financial goals but also contribute to BECU's ongoing mission of financial empowerment and success.

WHAT YOU'LL DO:

• Provide Expert Financial Advice: Offer comprehensive financial planning and investment advice, ranging from routine to highly complex situations, tailored to each member's needs.

• Manage Client Portfolios: Maintain and grow client portfolios while meeting individual production goals, ensuring that all recommendations align with the member's best interests.

• Assess Investment Suitability: Determine and document the suitability of investment recommendations based on each member's risk tolerance and financial situation, ensuring all advice aligns with their goals.

• Sales & Marketing Strategy: Develop and execute a Sales & Marketing program to drive new business. Network with assigned ESC branches to increase awareness of financial services and educate members on available offerings.

• Deliver Exceptional Service: Provide excellent member service by servicing existing clients, conducting periodic reviews, and ensuring client satisfaction in alignment with BECU's high standards.

• Maintain Compliance & Records: Keep accurate and compliant client records in accordance with federal and state regulations, as well as BECU's internal policies and procedures.

• Ensure Regulatory Adherence: Obtain OSJ approval for all communications with the public and distribute valid prospectus materials when discussing SEC-registered products.

• Engage in Consumer Education: Facilitate consumer education and employee training sessions to promote financial literacy and raise awareness of available services.

• Report on Business Operations: Collect and report key data on your business operations to maintain alignment with BECU's strategic goals and objectives.

• Stay Knowledgeable on Regulations: Stay up to date with all regulations affecting financial planning and investment services to ensure compliance and provide informed advice.

• Travel for Client Engagement: Be available for moderate travel to meet with clients at various locations, including statewide or out-of-area trips, as needed.

• Additional Responsibilities: Take on other duties as assigned, contributing to the broader success of BECU and its members.

This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.

WHAT YOU'LL GAIN:

• Client Impact: Make a difference in members' lives by helping them plan for their financial futures.

• Collaborative Environment: Work with a supportive, knowledgeable team that values teamwork and shared success.

• Competitive Compensation: Benefit from competitive pay and incentives based on performance.

• Work-Life Balance: Enjoy a culture that values flexibility, providing a balance between work and personal life.

QUALIFICATIONS:

Minimum Qualifications:

• Bachelor's degree in business, or equivalent work or educational experience.

• Minimum five years of experience as a financial or investment advisor.

• Series 7 plus 63 & 65 or 66 securities licensing.

• Washington Life, Health and Disability Insurance License.

Desired Qualifications:

• Advanced degree.

• Experience in a financial institution.

JOIN THE JOURNEY:

Ready to make an indelible impact? Eager to be part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.

Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney

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.