Financial Advisor

First Tech Credit Union Redmond, WA
First Tech offers robust careers for Financial Advisors.

First Tech aspires to be an organization that reflects the technology-focused members that we serve. We are the credit union of choice for Microsoft, Amazon, Google and Facebook employees—just to name a few. As such, First Tech is recognized as an innovative and dynamic organization built to help our members reach their dreams. We have an opening for an experienced Financial Advisor to work at our Bella Bottega and Sammamish locations. This role is part of the largest credit union investment program by AUM in the United States—Addison Avenue Investment Services

Our Financial Advisors assist clients in identifying suitable financial solutions based on their unique needs and risk tolerance and act as a trusted advisors and advocates. Qualified candidates will have at least 3 years' experience in the sale and delivery of personal investment products and services, with a proven track record in production and growing assets under management.

Here's what you can expect from the job and what you need to be successful:

Job duties

* Work with credit union member prospects to define financial goals, identify suitable products and services based on their unique needs and risk tolerance, present customized recommendations and financial plans, offer advice and complete the sales and engagement process

* Build and maintain relationships with credit union retail teams and other credit union centers of influence

* Engender loyalty from credit union members through unbiased advice that results in earned referrals from existing clients

* Participate in a variety of lead generating First Tech initiatives, such as providing education to the First Tech membership base, working onsite at some of the key companies we serve to provide 1:1 consulting and educational support as needed, and partner with retail, mortgage, marketing and other areas of the organization

* Leverage all resources available to us through First Tech and our broker/dealer, Raymond James Financial Services to execute on our long term growth and client retention strategies within the Addison Avenue entrepreneurial environment

* Maintain member/client files and books and records in compliance with the requirements of our broker/dealer, FINRA, state securities and insurance regulators as well as First Tech and its regulators, including the NCUA

Essential skills

* Minimum 3 years' experience in the sale and delivery of personal investment products and services with the proven ability to act as a trusted advisor and advocate

* Experience working successfully in a team setting and partnering with others to achieve company goals

* Ability to balance several tasks simultaneously while maintaining highest 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

* Credit union or bank experience strongly preferred

* Series 7, 63/65 or 66 licenses, Life & Disability Insurance license required; CFP preferred

* Clean U-4

Registered addresses:

* 8862 161st Avenue NE Suite 108, Redmond, WA 98052

* 22620 SW 4th Street, Suite 100, Sammamish, WA 98072

* 855.744.8585

First Tech is not currently offering Visa sponsorship or transfers

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


I acknowledge that if hired by the company, employment is on an at-will basis. This means the company is free to terminate my employment at any time, with or without cause or advance notice. Similarly, I am free to terminate my employment with the company at any time for any reason. I agree to conform to the rules and regulations of the company, and I understand that the company has complete discretion to modify such rules and regulations at any time, except that it will not modify its policy of employment at-will.