About this role
Senior Associate Financial Advisor at First Technology Federal Credit Union. Location: Bellevue, Washington, United States. Role: managing relationships, providing advice, implementing strategies Requirements: 3+ years client-facing investment or wealth management experience; Series 7, 63, 65 or 66 and Life & Disability Insurance licenses; High School minimum (Bachelor's preferred); Microsoft Office and CRM experience; strong interpersonal and discretionary judgment skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Advisor Access, Client Center, Salesforce Certifications: series 7, series 63, series 65, series 66, life & disability insurance Commitment: Full Time Workplace: Onsite Languages: English