Associate Financial Advisor — Client Growth & Strategy

First Tech Federal Credit Union; Bellevue (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) match

Paid Time Off

Paid holidays

Employee lending discounts

Job summary

First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor to support and grow an existing book of business in Bellevue, WA. You will assist members with information, products, and procedures to implement an investment program and work with clients in the advisor’s book of business.

In this role you will collaborate to execute strategic plans, manage day-to-day office duties, and refine the client experience through strong relationship-building and diligent service.

Qualifications

• Minimum 3 years’ client-facing experience in investment or wealth management.
• Ability to coordinate multiple activities and prioritize daily work.
• Discretion handling sensitive information with clients.
• Ability to assess client needs and foster strong relationships.

Responsibilities

• Collaborate with the Senior Advisor to implement business development and client service strategies.
• Oversee daily office operations and resource coordination.
• Conduct portfolio research and advise on asset allocation design.
• Provide investment advice based on client risk tolerance and objectives.
• Maintain client activity in CRM and ensure regulatory compliance.
• Build and maintain client relationships and manage assigned households.

Skills

Client-facing experience

Relationship building

Communication skills

Portfolio research

Discretion with sensitive information

CRM software proficiency

Education

Bachelor’s degree preferred or equivalent

FINRA licenses: Series 7/63/65/66

Life & Disability Insurance License

Tools

Salesforce CRM

Advisor Access / Client Center software

Microsoft Office

Job description

First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor to support and grow an existing book of business in Bellevue, WA. You will assist members with information, products, and procedures to implement an investment program and work with clients in the advisor’s book of business.

In this role you will collaborate to execute strategic plans, manage day-to-day office duties, and refine the client experience through strong relationship-building and diligent service.