About this role
Financial Advisor at First Technology Federal Credit Union. Location: Redmond or Seattle. Role: advising members, maintaining records, processing submissions Requirements: Minimum 5 years selling and delivering personal investment products; FINRA Series 7/63/65/66, life & disability insurance license required; CFP preferred; high school diploma minimum; clean U-4; Microsoft Office and financial planning software proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, Salesforce, Microsoft Dynamics Certifications: series 7, series 63, series 65, series 66, life and disability insurance, cfp, clean u-4 Commitment: Full Time Workplace: Onsite Languages: English