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Financial Advisor

First Technology Federal Credit Union | Beaverton, United States | Posted June 15, 2026

Position Overview

Description


The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions.  This role offers a unique opportunity to inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth. 


Advisors in this role may operate standalone or as part of collaborative team, leveraging the scale of First Tech’s member base and referral ecosystem.  The position is supported by a robust platform through Raymond James Financial Services, providing access to industry-leading investment solutions, planning tools and operational infrastructure.


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

Job duties: