Sr. Associate Financial Advisor
First Tech Federal Credit UnionSanta Rosa, California, United States
Posted November 27, 2024
90000 - 150000 USD year
Full Time
About the Company
First Tech Federal Credit Union is dedicated to serving its members rather than seeking profit. Offering a range of financial services including credit unions, insurance, deposits, employment assistance, community service, and fintech solutions, the company focuses on helping individuals achieve their financial goals at every life stage. Distinctive in its commitment to investment in its members, First Tech serves over 540,000 members across various prominent companies.
Job Description
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.
Requirements
- Strategic Integration
- Financial Planning & Advice
- Client Relationship Management
- Operational Support
- Business Development
Benefits
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans
