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Senior Associate Financial Advisor — Client Growth & Strategy
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-15
Listing for:
First Tech Federal Credit Union
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
First Tech Federal Credit Union in Bellevue, WA is seeking a Senior Associate Financial Advisor to support an existing book of business and transition toward a Financial Advisor role. You’ll help members with information, products, and investment programs under guidance from an established advisor.
You’ll collaborate on strategic plans, manage day-to-day office activities, and maintain CRM records, while delivering exceptional client service and compliance with regulatory requirements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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