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Senior Financial Advisor: Inherited Client Book & Growth
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-08-22
Listing for:
Digital Federal Credit Union
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
First Tech is seeking a Financial Advisor to transition an established book within Addison Avenue Investment Services, a division of First Tech. You will deliver personalized, goals-based financial advice across investments, retirement and insurance, serving existing clients while growing assets.
Based in Beaverton or Cedar Hills Experience Center in Oregon, you will operate with Raymond James as your platform, ensuring compliance, and building trusted relationships with members.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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