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Associate Financial Advisor
Associate Financial Advisor-March 2024
Rexburg
Mar 28, 2026
About Associate Financial Advisor

  This job was posted by https://idahoworks.gov : For more information,please see: https://idahoworks.gov/jobs/2149954

  At Beehive FCU, our common goal is to nurture our most valued asset:the friendships we have with our members. We are here to help--it\'sthe only reason we exist. We believe we have the power to help ourmembers with some of the most important, most difficult, and mostrewarding endeavors in their lives.

  Our success starts with creative and caring individuals who worktogether to bring superior service to our members. We hire only the bestand brightest, give them a great place to work, and provide an excellentbenefits package.

  If you are someone who is passionate about helping people with reallife needs, then Beehive FCU may be the place for you.

  Position and Role

  Full-Time Associate Financial Advisor at our Rexburg, IdahoAdministration Building. This position works 40 hours a week,Monday-Friday. The minimum starting pay is \$58,000 per year, DOE.Responsible for providing investment services, and counseling clientsand prospective clients about non-depository financialproducts/services. Responsible for servicing current clients as part ofthe investment management team.\\Job Description

  Responsible for promoting, selling, and servicing non-depositoryfinancial products.Responsible for assisting Wealth Manager with servicing currentclients as assigned.Follow broker/dealer and insurance company policies and procedures.Maintain blotter, advertising, client, and correspondence files.Accurately complete client profile for all new clients. Accomplishdaily compliance requirements.Responsible for daily accounting of various transactions. Visitsbranches to meet clients and train branch staff as needed.Maintain required individual insurance and securities licenses,including continuing education requirements.Performs other duties as assigned and performs all duties incompliance with the Bank Secrecy Act. Works at or attends communityevents as assigned. Strives in all that they do to enhance themember experience at BFCU, including actively engaging inneeds-based cross-servicing.\Qualifications and Skills

  Two to five years of similar or related experience.Series 7 and 63 license is required.Life insurance license is required.Must be able to be registered with the SEC.Work involves much personal contact with others inside and/oroutside the organization for the purpose of first-level conflictresolution, building relationships, and soliciting cooperation.Discussions involve a higher degree of confidentiality anddiscretion, requiring diplomacy and tact in communication.*Physical Requirements*

  Perform primarily sedentary work with limited physical exertion andoccasional lifting of up to 10 lbs. Must be capable of climbing /descending stairs in emergency situation. Must be able to operateroutine office equipment including telephone, copier, facsimile, andcalculator. Must be able to routinely perform work on computer for anaverage of 6-8 hours per day, when necessary. Must be able to workextended hours whenever required or requested by management. Must becapable of regular, reliable and timely attendance.

  *Working Conditions*

  Must be able to routinely perform work indoors in climate-controlledshared work area with minimal noise.

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