Financial Advisor

Job duties

• Aid 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 Agency regulators
• Interface with mutual fund companies, insurance companies, clearinghouses, and broker/dealers for member needs or services
• Cook up, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate
• Stay updated on the success of investment products and new products available through 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
• In-depth understanding of the financial industry, financial concepts, and the mathematics behind them, high-level product knowledge, competitive intel, and client-service strategies
• Possess an in-depth understanding of individual client needs and foster strong relationships
• 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
• 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, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred

Qualifications

• High School Diploma, with CFP designation preferred

Pay

$80,168.40 annually plus monthly incentive earnings

Benefits

• Traditional medical, dental, and vision coverage
• 401K generous company matching
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different?

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First Tech is not currently offering Visa sponsorship for this position

Registered Address: 15255 NE 40th Street, Redmond WA 98052

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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