Investment Services Specialist

3 weeks ago


Hillsboro, United States First Tech Credit Union Full time

We are seeking an experienced Investment Services Specialist to join our team at First Tech Credit Union. In this role, you will play a critical part in supporting our Financial Advisors in delivering outstanding service and client engagement.

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Key Responsibilities:

  1. Market and prospect new business opportunities
  2. Support the development of customized investment plans for clients
  3. Provide exceptional service and support to clients and Financial Advisors

Compensation and Benefits: We offer a competitive salary range of $65,000 - $85,000 per year, plus a comprehensive benefits package, including medical, dental, and vision coverage.

About Our Company: First Tech Credit Union is a mission-driven organization dedicated to serving the financial needs of our members and communities.



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