Financial Advisor

Digital Federal Credit Union; Redmond (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Traditional health, dental, vision

Generous 401(k) match

Paid time off (up to 15 days)

Paid holidays

Employee lending pricing

Job summary

First Tech Federal Credit Union seeks an entrepreneurial Financial Advisor for Addison Avenue Investment Services to partner with tech employees and members in the Seattle/Bellevue area. Based at Redmond, WA, you will build a practice leveraging employer and member networks within a dynamic community renowned for innovation.

You will navigate equity compensation, retirement planning, wealth accumulation, and risk management while collaborating with Raymond James Financial Services and on-campus

Qualifications

• 5+ years' experience selling and delivering personal investment products and services
• Experience in a bank or credit union environment preferred
• Ability to present information clearly to members and colleagues
• Familiarity with equity compensation, retirement planning, wealth accumulation and risk management

Responsibilities

• Assist members and prospects with information, products offered and procedures to implement an investment program
• Maintain member files to comply with FINRA/OSJ/Agency regulators
• Interface with mutual fund companies and broker/dealer for member needs
• Coordinate promotional campaigns for Addison Avenue and Experience Centre
• Stay informed about current investment products and those offered through Raymond James
• Prepare new business for submission to Raymond James for processing

Skills

Relationship building

Presentation skills

Strong communication

Discretion with sensitive information

Data interpretation

Client risk assessment

CRM familiarity

Microsoft Office

Education

High School Diploma

CFP designation preferred

CFP coursework

Tools

Salesforce

Microsoft Dynamics

Microsoft Office Suite

Job description

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with Seattle and Bellevue area tech employees and members to deliver personalized, goals-based financial advice across investment, retirement and insurance planning. Based at Studios West on Microsoft's campus in Redmond, this role offers a unique opportunity to build a practice from the ground up within one of the Pacific Northwest's most dynamic and innovation-driven communities.

This position is designed for an entrepreneurial advisor who is energized by relationship development, employer engagement, and long-term business building. Advisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management.

This role is supported by the scale and resources of Raymond James Financial Services, providing access to industry-leading investment solutions, planning tools, operational infrastructure, and a collaborative wealth management environment. This is an opportunity for a motivated advisor to establish a long-term presence in a highly affluent market with significant growth potential.

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 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, 65/66FINRA licenses, Life & Disability Insurance license required; CFP preferred
• Minimum Education: High School Diploma, with CFP designation preferred
• Clean U-4

Location:

Based at our Studios West branch in Redmond, WA, supporting additional branches throughout Redmond and downtown Seattle, WA

Target compensation in Washington: $80,168.40 annually plus monthly incentive earnings

Who We Are:

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.

• 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.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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