Financial Advisor

First Tech Federal Credit Union; Beaverton (OR); On-site; USD 72,000 - 110,000; 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's Addison Avenue Investment Services seeks a Financial Advisor to partner with members, delivering goals-based financial advice across investments, retirement and insurance while inheriting an established book of business.

Based in Beaverton or the surrounding Experience Centers, you will collaborate with Raymond James Financial Services, manage client relationships, and drive asset growth through personalized planning and proactive service.

Qualifications

• Minimum Education: High School Diploma, with CFP designation preferred
• 5+ years' experience in sale and delivery of personal investment products and services
• Experience in bank or credit union environment preferred
• Exceptional interpersonal skills for internal/external partners
• Discretion and professional handling of sensitive information
• Ability to create and deliver dynamic presentations
• Deep understanding of financial concepts and product knowledge
• Ability to manage multiple tasks with organization and accuracy
• Data interpretation to guide investors by risk tolerance
• Ability to assess client needs and foster relationships
• Proficiency with MS Office and financial planning software
• Exposure to Salesforce or MS Dynamics is preferred
• Certifications/Licenses: Series 7, 63, 65/66; Life & Disability Insurance; CFP preferred
• Clean U-4

Responsibilities

• Assist members and prospects with information, products offered and procedures to implement an investment program
• Maintain member files and records to comply with FINRA, OSJ and Agency regulators
• Interface with mutual fund companies and broker/dealer for member needs
• Coordinate and conduct approved promotional campaigns for Addison Avenue as needed
• Keep informed of investment product outcomes and new offerings through Raymond James Financial Services
• Prepare new business for submission to Raymond James using standard OSJ procedures

Education

CFP designation preferred

5+ years investment product experience

Bank/credit union environment experience

Interpersonal and presentation skills

Discretion and data handling

Financial industry knowledge and math

Microsoft Office & planning software proficiency

CRM systems knowledge (Salesforce/MS Dynamics)

Tools

Salesforce

Microsoft Dynamics

Financial planning software

Job description

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth.

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth. Advisors in this role may operate standalone or as part of collaborative team, leveraging the scale of First Tech's member base and referral ecosystem. The position is supported by a robust platform through Raymond James Financial Services, providing access to industry-leading investment solutions, planning tools and operational infrastructure. Here's what you can expect from the job and what you need to be successful:

What You'll Do

• Assist members and prospects with information, products offered and procedures to implement an investment program
• Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
• Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre
• Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
• Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Essential Skills

• Minimum Education: High School Diploma, with CFP designation preferred
• Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
• Experience working in a bank or credit union environment preferred
• Exceptional interpersonal skills to engage with internal and external business partners
• Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
• Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
• Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
• Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
• Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
• Ability to assess individual client needs and foster strong relationships
• Proficiency with basic to complex mathematical calculations
• Working knowledge of Microsoft Office Suite and financial planning software
• Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
• Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
• Clean U-4

Location

Based out of the Cornell Experience Center OR Cedar Hills Experience Center | Beaverton/Hillsboro, OR

Target Compensation in Oregon

$72,000 to $110,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and monthly incentive pay based on current production)

Who We Are

What makes First Tech different?

Every great journey begins with a bold idea - and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees Are Eligible For

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

First Tech is not currently offering Visa transfer/sponsorship for this position.