Associate Financial Advisor - North King Co/Snohomish Co
BECU(3 months ago)
About this role
As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will guide our clients towards achieving their financial goals. The role involves travel between multiple branch locations and the headquarters for client and team meetings.
Required Skills
- Financial Planning
- Investment Advice
- Client Referrals
- Business Development
- Regulatory Compliance
Qualifications
- Bachelor's Degree in Business
- Series 7 License
- Series 66 License
About BECU
becu.orgBECU is a member-owned, not-for-profit credit union committed to improving the financial well-being of our members and communities.
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