Financial Advisor at First Tech Federal Credit Union

Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups.In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.Here's what you can expect from the job and what you need to be successful:Job duties:Assist members and prospects with information, products offered and procedures to implement an investment programMaintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulatorsInterface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or servicesCoordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience CenterKeep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.Prepare all new business for submission to Raymond James for processing, using standard OSJ proceduresEssential skills:Minimum Education:High School Diploma, with CFP designation preferredMinimum 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 advocateExperience working in a bank or credit union environment preferredExceptional interpersonal skills to engage with internal and external business partnersDemonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretionAbility to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audiencePossess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategiesAbility to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiencyAbility to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerancesAbility to assess individual client needs and foster strong relationshipsProficiency with basic to complex mathematical calculationsWorking knowledge of Microsoft Office Suite and financial planning softwareExposure to a CRM such as Salesforce or Microsoft Dynamics is preferredCertification/License: Series 7, 63, 65/66FINRA licenses, Life & Disability Insurance license required; CFP preferredClean U-4Location: Boise Experience Center - Eagle, ID 83616Target Compensation in Idaho: $47,000 to $56,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and annual incentive pay based on current production)Benefits options include:Traditional medical, dental, and vision coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off your first year of employment11 paid federal holidaysSpecial 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? Clickhereto learn more!First Tech is not currently offering Visa sponsorship or transfer for this position#FT123#LI-MGRegistered Address: 47 E Riverside Dr. Eagle, ID 83616Financial Advisors offer securities throughRaymond James Financial Services, Inc.MemberFINRA/SIPCand 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.