Financial Advisor
firsttechfed
About this role
A Financial Advisor at Addison Avenue Investment Services provides personalized financial advice to members, discussing their financial goals and recommending appropriate investment products and services. The role involves creating comprehensive financial plans, maintaining client relationships, and ensuring regulatory compliance.
Skills
Qualifications
About firsttechfed
firsttechfed.comFirst Tech Federal Credit Union is a member-owned financial cooperative that provides banking, loans, insurance, and investment services, primarily for employees and family members of the world’s leading technology companies. It offers checking and savings, mortgages and auto loans, credit cards, insurance solutions, and wealth-management services, with a strong emphasis on digital and mobile banking. As a credit union, First Tech focuses on member-centered service, competitive rates, and lower fees compared with traditional banks. Its nationwide membership model is tailored to the needs of the technology sector and its employees.
About firsttechfed
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for firsttechfed.
Salary
$60k – $100k
per year
More jobs at firsttechfed
Similar Jobs
Financial Solutions Advisor - Stonegate
Merrill Lynch
Financial Solutions Advisor- Newbury Park Financial Center
Merrill Lynch
Financial Solutions Advisor - 41st and Capitola Financial Center
Merrill Lynch
Financial Solutions Advisor - Skidaway Island
Merrill Lynch
Financial Solutions Advisor - Eastern Shore/ Salisbury area Market
Merrill Lynch
Financial Solutions Advisor - Manhattan Central Market
Merrill Lynch