BECU

Associate Financial Advisor - North King Co/Snohomish Co

BECU

4 months ago
Washington
Hybrid
Full Time
Junior
0 applicants
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BECU
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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.

Skills

Qualifications

Bachelor's Degree in BusinessSeries 7 LicenseSeries 66 License
BECU

About BECU

becu.org

BECU is a member-owned, not-for-profit credit union committed to improving the financial well-being of our members and communities.

About BECU

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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