Associate Financial Advisor - North King Co/Snohomish Co
BECU(7 days ago)
About this role
This role involves providing personalized investment services and financial planning advice to members of BECU, supporting their financial goals through tailored solutions and client engagement. It offers an opportunity to work in a purpose-driven organization that values community and member service amidst upcoming business and technology transformations.
Required Skills
- Financial Planning
- Investment Strategies
- Customer Service
- Portfolio Management
- Financial Advice
- Relationship Building
- Compliance
- Communication
- Sales
- Finance Software
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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