Wealth Advisor

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.

Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU

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Compensation

Base compensation of $96,000 that will be a draw against future commissions earned.

Summary

This role will provide exceptional investment advisory and financial planning services to clients and advise them on all aspects of their investment and wealth management portfolios as well as oversee the execution of associated administrative duties (e.g., account paperwork, placing trades, etc.).

Role and Responsibilities

• Conduct annual (or as our service level agreement warrants) client portfolio reviews.
• Oversee account applications, place trades and review all client account activity that is facilitated by support staff, coordinating with Client Service Associates to ensure service needs are being met for clients.
• Partner with Sr. Associate Financial Advisor in servicing relationships and facilitating client appointments.
• Respond to inquiries from current and prospective clients. Engage in active listening to determine client objectives and identify possible solutions.
• Maintain complete and accurate client account records as required by applicable regulations and the firm’s policy standards.
• Create and maintain comprehensive financial plans, with periodic collaboration and support of current Planner Specialist on staff.
• Leverage technology systems for prospecting and maintaining client relationship management.
  
  

Qualifications And Education Requirements

• Motivated, eager to continually improve and has an ownership mentality.
• Highly organized and a problem solver.
• Strong team player, projects the highest level of integrity, and has outstanding service skills.
• Strong communication skills and comfort interacting with clients in-person or remotely.
• Comfortable working under limited supervision.
• Strong task orientation and the ability to multi-task and meet deadlines.
• Experience working with LPL Financial custodial platforms ideal.
• Experience using Salesforce CRM software or similar technology.
• FINRA Series 7 and 66 licenses, Life & Health insurance preferred.
• Fully capable in MS Office (Excel, Word, PowerPoint, Outlook).
• Minimum of 3 years of investment experience in the financial services industry, with 5 years of related overall business experience desired.
  
  

BCU Shared Values

We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.

We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU

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