About this role
Senior Associate Financial Advisor at First Technology Federal Credit Union. Location: Bellevue, Washington, United States. Role: supporting clients, providing advice, managing operations Requirements: 3+ years client-facing investment/wealth experience; Series 7, 63 & 65 or 66 and Life & Disability insurance licenses; high school diploma (BA preferred); Microsoft Office and CRM experience; strong client relationship and discretionary judgment skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Salesforce, Advisor Access, Client Center Certifications: series 7, series 63, series 65, series 66, life & disability insurance Commitment: Full Time Workplace: Onsite Languages: English