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Senior Associate Financial Advisor Client Strategy

Job in Bellevue, King County, Washington, 98009, USA
Listing for: First Technology Federal Credit Union
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Associate Financial Advisor: Growth & Client Strategy

First Technology Federal Credit Union in Bellevue, WA seeks a Senior Associate Financial Advisor to support and grow an existing book of business. You will assist clients with information, investment programs, and work alongside a Senior Advisor to implement strategies.

The ideal candidate has at least 3 years of client-facing experience, strong financial knowledge, and exceptional interpersonal skills. Competitive compensation and benefits including medical coverage and 401K matching are provided.

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Position Requirements
10+ Years work experience
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