Financial Advisor

Job Listing ID:

4470857

Job Title:

Financial Advisor Application Deadline:

07/09/2026

Job Location:

Beaverton

Date Posted:

04/11/2026

Hours Worked Per Week:

40

Shift:

Day Shift Duration of Job:

Full Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to inherit and grow an established gook of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth. Advisors in this role may operate standalone or as part of collaborative team, leveraging the scale of First Tech's member base and referral ecosystem. The position is supported by a robust platform through Raymond James Financial Services, providing access to industry-leading investment solutions, planning tools and operational infrastructure. Here's what you can expect from the job and what you need to be successful: Job duties: Assist members and prospects with information, products offered and procedures to implement an investment program Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc. Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures Essential skills:

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,... For full info follow application link. First Technology Federal Credit Union is an Equal Opportunity Employer. First Tech does not discriminate against any employee or applicant for employment on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state law, federal law, or local ordinance.

Job Classification:

Personal Financial Advisors Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Compensation

Salary:

Depending on Experience Job Requirements

Experience Required:

 At least 5 years

Education Required:

High School Diploma/GED

Minimum Age:

N/A Gender:

N/A