Senior Associate Financial Advisor

First Technology Federal Credit Union is seeking a Senior Associate Financial Advisor to join its Bellevue team in a role that blends growth of an existing book of business with thoughtful client guidance. This position supports a Senior Advisor, helps members navigate information and investment programs, and contributes to the practice’s strategic initiatives and daily operations. It’s a forward-facing, collaborative environment that emphasizes service, adherence to policy, and ongoing relationship development.

Responsibilities

• Collaborate with the Senior Advisor to implement business development, client service, and operational strategies.
• Track progress on key initiatives and ensure alignment with long-term practice goals.
• Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships.
• Take an active role in portfolio research and asset allocation design.
• Conduct financial planning reviews and update financial plans as needed.
• Provide investment advice and recommendations based on clients' risk tolerance and objectives.
• Assist the senior advisor in managing all client relationships.
• Manage assigned households and provide ongoing service and planning updates.
• Develop deep relationships with clients and their families to understand their financial goals and needs.
• Collaborate with the assistant to ensure smooth operations and client satisfaction.
• Maintain and document client activity in the CRM system.
• Ensure compliance with regulatory requirements and internal policies.
• Design and manage client touchpoints strategy to deliver timely information and resources to clients throughout the year.
• Attend and facilitate Experience Center (XC) partner meetings to build XC engagement as needed, cultivating COIs.
• Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship.

Requirements

• Minimum 3 years’ client-facing experience in the investment or wealth management field, including experience in a consultative service role.
• Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc.
• Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion.
• Ability to assess individual client needs and foster strong relationships.
• Exceptional interpersonal skills to engage with internal and external business partners.
• Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies.
• Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.).
• Exposure to a CRM such as Salesforce is preferred.
• Minimum Education: High School Diploma; Bachelor’s degree is preferred or equivalent work experience.
• Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License.

Technologies

• Microsoft Office
• Raymond James Advisor Access
• Raymond James Client Center
• Salesforce

Benefits

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off: 15 vacation days in the first year, plus 40 hours of sick time and 3 personal days refreshed annually
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Location

Ridgepointe Experience Center | Bellevue, WA

Compensation

Target compensation in Washington: $80,000 to $100,000 per year. This range reflects base salary plus incentive pay based on experience and current production.

Registered Address

2700 156th Ave. NE Suite 275, Bellevue, WA 98007

Visa Sponsorship

First Tech is not currently offering visa sponsorship or transfer for this position.

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