Financial Advisor

Description

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups.In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.

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

Job duties :

• Assist members and prospects with information, products offered and procedures to implement an investment program
• Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Interface with mutual fund companies, insurance companies, clearinghouse and broker / dealer for any member needs or services
• Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and / or appropriate promotional campaigns specific to the unique needs of the Experience Center
• Keep informed of current success of investment products offered and of new products being made available through our broker / dealer, Raymond James Financial Services, Inc.
• Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Essential skills :

designation preferred

Location : Boise Experience Center - Eagle, ID 83616

Target Compensation in Idaho : $36,000 Base + Monthly Incentive Pay (based on current production)

Benefits options include :

What makes First Tech different? Click here to learn more!

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

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Registered Address : 47 E Riverside Dr. Eagle, ID 83616

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.