Wealth Planning Associate: Path to Financial Advisor

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid time off & holidays

Employee pricing on lending products

Job summary

Digital Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA to support and grow an existing book of business under an established Advisor. You will assist members with investment programs and work with the team on strategic plans while helping manage daily office operations.

The role emphasizes client relationships, portfolio research, asset allocation design, and ongoing service updates, with licensing requirements and a strong emphasis on compliance and

Qualifications

• 3+ years in investment or wealth management client-facing roles.
• Ability to manage multiple activities and projects simultaneously.
• Discretion when handling sensitive client information.
• Ability to assess client needs and foster strong relationships.
• Strong interpersonal skills for internal/external partners.
• Solid understanding of financial concepts and markets.
• Experience with CRM systems preferred.
• Education: diploma; bachelor's preferred.
• Licenses: Series 7, 63 & 65 or 66 and Life/Disability license.

Responsibilities

• Support and grow an existing book of business under guidance.
• Assist members with information, products and procedures for investment programs.
• Work with team on implementing strategic plans and daily office management.
• Collaborate on client relationships and service updates.
• Maintain client activity documentation in CRM; ensure regulatory compliance.

Skills

Client-facing

Relationship building

Portfolio management

Prospecting

Time management

Communication

Discretion with sensitive information

Financial industry knowledge

Education

High School Diploma

Bachelor's degree preferred

Tools

CRM (Salesforce)

Advisor Access & Client Center

Microsoft Office

Sales prospecting tools

Job description

Digital Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA to support and grow an existing book of business under an established Advisor. You will assist members with investment programs and work with the team on strategic plans while helping manage daily office operations.

The role emphasizes client relationships, portfolio research, asset allocation design, and ongoing service updates, with licensing requirements and a strong emphasis on compliance and