Upvote
Downvote
Associate Financial Advisor - Seattle
Share Job
- Suggest Revision
Full-time
- Our business is guided by our people helping people philosophy – which includes our team members.
- IMPACT YOU’LL MAKE:As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients.
- WHAT YOU’LL DO:Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
- 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.
Active Job
Updated TodaySimilar Job
Relevance
Active