Assistant Financial Planner Senior

Description

The Senior Assistant Financial Planner prepares preliminary financial planning recommendations of investment, retirement, education, insurance and estate planning in support of the region’s Financial Advisors and Associate Financial Advisors.

Here's what you can expect from the job and what you need to be successful :

Job Duties :

• Gather and analyze client financial data to identify potential financial solutions, opportunities of concern for Advisor review and client meeting use
• Support Financial Advisors in executing existing client relationship strategies based on individual client needs and financial goals
• Research client-specific topics (i.e. industry regulations, tax laws, etc.) and communicate findings to the Addison Avenue Sales team
• Help develop, document and maintain financial planning processes and procedures
• Maintain plans in CRM for central record and reference
• Meet with a variety of internal and external professional partners to stay informed on current and future client trends and behaviors
• May participate in client meetings as a subject matter expert at the request of the Financial Advisor
• Communicate with clients to ascertain all necessary documents as needed

Essential Skills :

Location :    Hillsboro Corporate Office – Hillsboro OR 97124

Target Compensation in Hillsboro, OR :  $85,000 to $100,000 + annual bonus

Benefits options include :

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First Tech is not currently offering Visa sponsorship or transfer for this position

Registered address :  5100 Northeast Dawson Creek Drive, Hillsboro, OR. 97124| 855.744.8585

Financial Advisors offer securities through  Raymond James Financial Services , Inc. Member  FINRA / SIPC  and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker / dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.