About this role
Financial Advisor at First Technology Federal Credit Union. Location: Redmond or Seattle. Role: advising members, maintaining records, processing submissions Requirements: 5+ years selling personal investment products, FINRA Series licenses (7, 63, 65/66), Life & Disability Insurance license, clean U-4, strong presentation and interpersonal skills, Microsoft Office proficiency, CRM familiarity (Salesforce/Microsoft Dynamics). Category: Sales Seniority: Senior Level Tools: Microsoft Office Suite, Salesforce, Microsoft Dynamics Certifications: series 7, series 63, series 65, series 66, life & disability insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English