BCU Assoc, Financial 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 BCU, you'll have a career in a growing organization and an environment that supports your professional and personal growth. For these reasons, BCU has been chosen as a Chicago Tribune Top 100 Workplace and a certified Great Place to Work.

Visit the link below to learn more about #LifeAtBCU:

https://players.brightcove.net/3101254895001/default_default/index.html?videoId=6013229634001

**This role will have hybrid capability after training**

Summary

This role will be responsible for managing client relationships on our digital advisory platform, and for other accounts. They will also support more tenured advisors in managing their books of business. The advisor will provide financial planning advice to the firm's clients in accordance with the firm's policies, goals, objectives, and vision. This person will report to the Managing Director, BCU Wealth Advisors, LLC.

Role and Responsibilities

• Conduct annual (or as our service level agreement warrants) client portfolio reviews.
• Review account applications, place trades and administratively support all client account activity.
• Respond to inquiries from current and prospective clients.
• Engage in active listening to determine client objectives and identify possible solutions.
• Manage client engagements on our digital wealth management platform.
• Contribute to the success of this platform by monitoring the prospect pipeline and following up with potential clients as appropriate.
• Maintain complete and accurate customer account records as required by applicable regulations, along with adhering to firm standards.
• 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 Charles Schwab, TD Ameritrade or Pershing custodial platforms.
• 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).
• One to three years of investment experience in the financial services industry.

BCU Shared Values. 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.

Life at BCU. With a culture built off relationships and referrals, we're committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we've created a unique culture that supports a healthy work/life balance. For this reason and more, BCU has been chosen as a Chicago Tribune Top 100 Workplace. #LifeAtBCU

Equal Employment Opportunity

Baxter is an equal opportunity employer. Baxter evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.

EEO is the Law

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Pay Transparency Policy

Reasonable Accommodations

Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information.