Emerging Financial Advisor — Grow Client Wealth

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

Benefits offered by this job

Medical benefits

401(k) match

Paid time off

Paid holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA to support and grow an existing book of business under the guidance of an established advisor. You will assist members and prospects with information, products and procedures to implement an investment program while collaborating with the team on strategic plans.

In this role, you will handle client relationships, perform portfolio research, and help manage day-to-day office operations.

Qualifications

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

Responsibilities

• Collaborate with Senior Advisor on business development, client service and operations.
• Perform portfolio research and contribute to asset allocation design.
• Manage client relationships and provide ongoing service and planning updates.
• Document client activity in the CRM and ensure regulatory compliance.
• Build relationships with prospects, convert them to clients, and provide ongoing service.

Skills

Client-facing experience

Portfolio research

Relationship building

Discretion with client data

Interpersonal skills

Financial industry knowledge

Microsoft Office

Salesforce familiarity

Education

High School Diploma

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA to support and grow an existing book of business under the guidance of an established advisor. You will assist members and prospects with information, products and procedures to implement an investment program while collaborating with the team on strategic plans.

In this role, you will handle client relationships, perform portfolio research, and help manage day-to-day office operations.