Sr. Associate Financial Advisor at First Tech Federal Credit Union

Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office.Here's what you can expect from the job and what you need to be successful:Job Duties:Strategic Integration:Collaborate with the Senior Advisor to implement business development, client service, and operational strategiesTrack progress on key initiatives and ensure alignment with long-term practice goalsOversee daily office operations, including workflow coordination, resource allocation, and vendor relationshipsFinancial Planning & Advice: Take an active role in portfolio research and asset allocation designConduct financial planning reviews and update financial plans as neededProvide investment advice and recommendations based on clients' risk tolerance and objectivesClient Relationship Management: Assist the senior advisor in managing all client relationshipsManage assigned households and provide ongoing service and planning updatesDevelop deep relationships with clients and their families to understand their financial goals and needsOperational Support: Collaborate with the assistant to ensure smooth operations and client satisfactionMaintain and document client activity in CRM systemEnsure compliance with regulatory requirements and internal policiesBusiness Development: Design and manage client "touchpoints" strategy to deliver timely information and resources to clients throughout the yearAttend and facilitate Experience Center ("XC") partner meetings to build XC engagement as needed, cultivating COIsBuild relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship Essential Skills:Minimum 3 years' client-facing experience in the investment or wealthmanagement field, including experience in a consultative service roleAbility 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, professionallyhandling sensitive information with discretionAbility to assess individual client needs and foster strong relationshipsExceptional interpersonal skills to engage with internal and external business partnersPossess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategiesWorking 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 preferredMinimum Education:High School Diploma; Bachelor's degree is preferred or equivalent work experienceCertification/License: Series 7, 63 & 65 or 66 FINRA licenses required, Life & Disability Insurance LicenseCertified Financial Planner certification preferredLocation: Sammamish Experience Center - Sammamish WA 98074Target Compensation in Washington:$90,000 to $120,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth)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)Registered address:22620 SE 4th St Suite 100 Sammamish WA 98074What makes First Tech different? Clickhereto learn more!First Tech is not currently offering Visa transfer/ sponsorship for this position