Wealth Planning Associate: Portfolios & Serve Clients
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor to support an existing book of business and work with a Senior Advisor to implement strategic plans. The role involves client-facing financial planning, asset allocation research, and ongoing service to clients and families.
The position emphasizes relationship building, adherence to regulatory requirements, and collaboration with the team to drive business development and client satisfaction.
This role, Wealth Planning Associate:
Grow Portfolios & Serve Clients at First Tech Federal Credit Union, could be your next career step.
This opening is for the Wealth Planning Associate:
Grow Portfolios & Serve Clients role at First Tech Federal Credit Union.
We are seeking a motivated Wealth Planning Associate:
Grow Portfolios & Serve Clients to join First Tech Federal Credit Union in Bellevue, WA, United States.
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