About this role
Financial Advisor at First Technology Federal Credit Union. Location: Beaverton, Oregon, United States. Role: Assisting members, Maintaining records, Interfacing providers Requirements: 5+ years in selling and delivering personal investment products; CFP preferred; Series 7/63/65 or 66; Life & Disability licenses; strong client relations. Category: Finance and Accounting Seniority: Mid Level Tools: CRM Salesforce, CRM Microsoft Dynamics, Microsoft Office Certifications: series 7, series 63, series 65, series 66, life insurance, disability insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English