New

Assistant Financial Planner Senior

First Tech Federal Credit Union
paid time off, 401(k)
United States, Oregon, Hillsboro
Oct 10, 2025
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: Minimum 5 years of experience with financial planning and customer service Exceptional communication skills; able to write/speak clearly and professionally for a variety of audiences Strong attention to detail & organization Adept analytical & problem-solving skills Proactive in maintaining knowledge of new industry rules and regulations relating to financial planning Working knowledge of a Client Relationship Management software (i.e. Pega, Salesforce, Redtail, etc.) Working knowledge of financial planning software such as eMoney, Money Guide Pro, or similar Working knowledge of Microsoft Office Suite Minimum Education: Bachelor's Degree required Certification/License: CFP, ChFC, CRPC, or FPQP required and/or present FINRA Series 65/66 Location: Hillsboro Corporate Office - Hillsboro OR 97124 Target Compensation in Hillsboro, OR: $85,000 to $100,000 + annual bonus 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) What makes First Tech different? Clickhereto learn more! *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 throughRaymond James Financial Services, Inc.MemberFINRA/SIPCand 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.