Minimum Education:

High School Diploma, with CFP designation preferred Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate Experience working in a bank or credit union environment preferred Exceptional interpersonal skills to engage with internal and external business partners Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances Ability to assess individual client needs and foster strong relationships Proficiency with basic to complex mathematical calculations Working knowledge of Microsoft Office Suite and financial planning software Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred

Certification/License :

Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred Clean U-4

Location:

Based out of the Cornell Experience Center OR Cedar Hills Experience Center |Beaverton/Hillsboro, OR Target Compensation in

Oregon:

$72,000 to $110,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and monthly incentive pay based on current production) Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship for this position

Registered Address:

30200 SW Boones Ferry Rd Suite 58, Wilsonville

OR 97070

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA / SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. 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