Wealth Planning Associate: Portfolios & Serve Clients

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.

We are currently recruiting a Wealth Planning Associate:
Grow Portfolios & Serve Clients for our team in Bellevue, WA, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Planning Associate:
Grow Portfolios & Serve Clients role in the description above.

We appreciate your interest in this position.

Join First Tech Federal Credit Union and contribute to our ongoing work.