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First Tech Federal Credit Union · 8 hours ago

Financial Advisor

Eagle, ID

Full-time

Onsite

Mid, Senior Level

$60K/yr - $100K/yr

5+ years exp

First Tech Federal Credit Union is seeking a Financial Advisor at Addison Avenue Investment Services. The role involves discussing members’ financial goals, selling financial products, and creating comprehensive financial plans tailored to members' needs.

BankingFinance

No H1B

Responsibilities

Assist members and prospects with information, products offered and procedures to implement an investment program

Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators

Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services

Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience Center

Keep 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 procedures

Qualification

CFP® designationSeries 765/66 licensesFinancial industry knowledgeFinancial planning softwareMicrosoft Office SuiteData analysisMathematical calculationsInterpersonal skillsPresentation skillsRelationship building

Required

High School Diploma

CFP® designation preferred

Minimum of 5 years' experience with the sale and delivery of personal investment products and services

Proven ability to act as a trusted advisor and advocate

Exceptional interpersonal skills to engage with internal and external business partners

Demonstrated ability to use discretion and judgment when working with clients

Ability to create and deliver dynamic and engaging presentations

Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them

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

Ability to assess individual client needs and foster strong relationships

Proficiency with basic to complex mathematical calculations

Working knowledge of Microsoft Office Suite and financial planning software

Series 7, 63, 65/66 FINRA licenses

Life & Disability Insurance license required

Clean U-4

Preferred

CFP

Experience working in a bank or credit union environment

Exposure to a CRM such as Salesforce or Microsoft Dynamics

Benefits

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

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)