Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
About the role
- Associate Financial Advisor at BECU providing personalized investment services and recommendations. Collaborating with Financial Advisors and developing investment strategies for members.
Responsibilities
- Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
- Offer personalized financial planning and investment advice, including IRAs and 529 plans.
- Engage in targeted business development activities assigned by management.
- Develop and market to the existing book of business, elevating service levels and driving sales.
- Strive to meet sales production goals established by BECU Investment Services management.
- Demonstrate a commitment to delivering exceptional member service, conducting regular reviews.
- Liaise with mutual fund companies, insurance companies, clearinghouses, and broker/dealers on behalf of clients.
- Maintain meticulous records of member/client interactions and trade processes.
- Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees.
Requirements
- Bachelor's degree in a related field or equivalent related experience.
- Minimum of two years of experience in the financial industry, including customer-facing roles.
- Series 7 and Series 66 (or 63 and 65) licenses.
- Washington Life, Health, and Disability Insurance License.
- Industry certifications/designations, e.g., CFP
- Thorough knowledge of all products and services offered by BECU Investment Services, with a general understanding of BECU products.
- Proficient PC skills, with a working knowledge of investment company software.
- Excellent verbal and written communication skills.
- Strong organizational, telephone, time management, and multitasking skills.
- Ability to travel moderately by car and/or public conveyance for client appointments.
Benefits
- 401(k) Company Match (up to 3%)
- 4% annual contribution to your 401(k) by BECU
- Medical, Dental and Vision (family contributions as well)
- PTO Program + Exchange Program
- Tuition Reimbursement Program
- BECU Cares volunteer time off + donation match
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