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Financial Advisor

2 months ago

Palo Alto, United States First Technology Federal Credit Union Full time

First Tech aspires to be an organization that reflects the technology-focused members that we serve. We are the credit union of choice for HP, Microsoft, and Amazon employees — just to name a few. As such, First Tech is recognized as an innovative and dynamic organization built to help our members reach their dreams. We have a new opening for an experienced Financial Advisor at our Palo Alto Experience Center to work with members who conduct banking at our 3 South Bay Experience Centers. This role will partner closely with one of our premier bankers to meet ongoing member needs and will be part of the largest credit union investment program by AUM in the United States — Addison Avenue Investment Services. Our Financial Advisors assist clients in identifying the best financial solutions based on their unique needs and risk tolerance and act as trusted advisors and advocates. Qualified candidates will have at least five years of experience in the sale and delivery of personal investment products and services, with a proven track record in production and growing assets under management. Here's what you can expect from the job and what you need to be successful: Job duties Assist members, prospects, and clients with financial planning, insurance and investment products offered. Provide clients assistance and education with concentrated technology stock positions, tax efficiencies, estate planning, etc. Partner with Premier Banker to access High Net Worth & Ultra High Net Worth prospects and to provide Wealth Management to this group. Guide clients through goal setting, financial planning & portfolio analysis. Cultivate and maintain relationships with prospects & clients by tracking their financial successes and keeping them informed of industry, market & regulatory changes that may affect their finances. Leverage technology, such as financial planning & client relationship management software. Maintain member files and records to comply with the requirements of National Association of Securities Dealers (NASD), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators. Serve as a liaison between client & other financial professionals, such as CPAs, Attorneys, etc. 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 First Tech as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Center (branch) to grow new clients & maintain current ones. Keep informed of current success of investment products offered and of new products being made available through broker dealer. Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures. Essential skills Minimum of 5 years’ experience as a financial advisor in the sale, consultation and delivery of personal investment products and services with the proven ability to act as a trusted advisor and advocate. Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion. Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience. Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency. Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances. Ability to assess individual client needs and foster strong relationships. Exceptional interpersonal skills to engage with internal and external business partners. Proficiency with basic to complex mathematical calculations. Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies. Working knowledge of Microsoft Office Suite and financial planning software. Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred. Minimum Education: High School Diploma, Bachelor’s Degree preferred. Certification/Licenses : Series 7, 63/65 or 66 licenses, Life & Disability Insurance license required; CFP preferred. Clean U-4. Location: This position will support 3 of our branches: Palo Alto, Cupertino and San Jose in California. Target Compensation in Palo Alto, CA: $24,000 + Commission. Benefits options include: 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 (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria). 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, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. What makes First Tech different? Click here to learn more First Tech is not currently offering Visa sponsorship for this position. #FT123 #J-18808-Ljbffr