Tech Wealth Advisor - Build Your Practice in Redmond

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

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