Jobs and Careers

Assistant Financial Planner Senior

United Statesfull_timeVerifiedPosted 7 Oct 2025

💰 $100,000/yr($85,000/yr – $100,000/yr)

About the role

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? Click here to 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 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.