About this role
Financial Advisor at First Technology Federal Credit Union. Location: Beaverton, Oregon, United States. Role: inherit book, grow assets, present options Requirements: 5+ years in personal investment sales; CFP preferred; Series 7/63/65/66 licenses; Life & Disability license; high school diploma; Oregon location. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM (Salesforce), CRM (Microsoft Dynamics), Financial planning software, Raymond James platform Certifications: series 7, series 63, series 65/66, life insurance, disability insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English