Senior Financial Advisor: Inherited Client Book & Growth

Digital Federal Credit Union; Beaverton (OR); On-site; USD 72,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Paid holidays

Employee pricing on lending products

Job summary

First Tech is seeking a Financial Advisor to transition an established book within Addison Avenue Investment Services, a division of First Tech. You will deliver personalized, goals-based financial advice across investments, retirement and insurance, serving existing clients while growing assets.

Based in Beaverton or Cedar Hills Experience Center in Oregon, you will operate with Raymond James as your platform, ensuring compliance, and building trusted relationships with members.

Qualifications

• Minimum 5 years of experience selling and delivering personal investment products and services.
• CFP designation preferred and knowledge of securities licensing requirements.
• Experience in bank or credit union environment preferred.
• Ability to tailor messages to audience and deliver engaging presentations.
• Strong understanding of financial concepts, products, risk, and client planning.

Responsibilities

• Assist members and prospects with information and procedures to implement an investment program.
• Maintain member files to comply with FINRA, OSJ and Insurance regulator requirements.
• Interface with mutual fund, insurance, and broker/dealer providers for member needs.
• Coordinate and conduct approved promotional campaigns for Addison Avenue as needed.
• Stay informed about current investment products and new offerings via Raymond James.
• Prepare new business for submission to Raymond James using OSJ procedures.

Skills

5+ years experience

CFP designation

Interpersonal skills

Discretion with client data

Presentation skills

Financial knowledge

Microsoft Office

CRM knowledge (Salesforce/MS Dynamics)

Education

High School Diploma

CFP designation preferred

Tools

Salesforce

Microsoft Dynamics

Microsoft Office Suite

Financial planning software

Job description

First Tech is seeking a Financial Advisor to transition an established book within Addison Avenue Investment Services, a division of First Tech. You will deliver personalized, goals-based financial advice across investments, retirement and insurance, serving existing clients while growing assets.

Based in Beaverton or Cedar Hills Experience Center in Oregon, you will operate with Raymond James as your platform, ensuring compliance, and building trusted relationships with members.