Tech-Driven Financial Advisor (Redmond)

First Tech Federal Credit Union; Redmond (WA); On-site; USD 68,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) match

Paid time off

Paid holidays

Employee lending discounts

Job summary

First Tech Federal Credit Union in Redmond, WA seeks a Financial Advisor for Addison Avenue Investment Services to deliver goals-based financial advice across investments, retirement, and insurance planning.

Based at Studios West on Microsoft's campus in Redmond, this entrepreneurial role builds a practice with support from Raymond James Financial Services, offering access to strong resources and a dynamic growth environment.

Qualifications

• Minimum of 5 years’ experience selling personal investment products.
• Experience in a bank or credit union environment preferred.
• Strong interpersonal and presentation skills.
• Ability to handle sensitive information with discretion.
• Familiarity with equity compensation, retirement planning and wealth management.

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 Insurance Agency regulators
• Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for member needs
• Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue and Experience Centre
• Keep informed of current success of investment products offered and new products through Raymond James Financial Services
• Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Skills

Relationship building

Presentation skills

Client service

Discretion

Communication

Data analysis

Education

High School Diploma

CFP designation preferred

Tools

Microsoft Office

Salesforce

Microsoft Dynamics

Job description

First Tech Federal Credit Union in Redmond, WA seeks a Financial Advisor for Addison Avenue Investment Services to deliver goals-based financial advice across investments, retirement, and insurance planning.

Based at Studios West on Microsoft's campus in Redmond, this entrepreneurial role builds a practice with support from Raymond James Financial Services, offering access to strong resources and a dynamic growth environment.