Wealth Advisor: Inherit & Grow Established Client
Job in
Beaverton, Washington County, Oregon, 97078, USA
Listed on 2026-08-24
Listing for:
First Tech Federal Credit Union
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
First Tech Federal Credit Union seeks a Financial Advisor at Addison Avenue Investment Services to partner with members and deliver personalized, goals-based financial advice across investments, retirement and insurance. This role offers the opportunity to inherit an established book of business and grow assets within a robust referral network.
Based at the Beaverton area Experience Centers, you’ll work with Raymond James Financial Services and a leading platform to serve members with trusted
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