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Job transition

Whether you’re in between jobs, experiencing an unexpected job loss, or starting a new position soon, First Tech can help. We have representatives to assist with general financial needs, and Financial Advisors at Addison Avenue Investment Services available to provide retirement and investment guidance.

Connect with a Financial Advisor MEET IN-BRANCH WITH A FIRST TECH REPRESENTATIVE MEET VIRTUALLY WITH A FIRST TECH REPRESENTATIVE
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Woman with a laptop computer and man with a tablet sitting on a sofa

Job transition checklist and resources

For decades, our Financial Advisors have helped tech employees navigate the financial impact of unplanned job transitions. From guidance on handling severance packages to strategies for stock options, our team can provide you with knowledgeable support in times of uncertainty. Download our Job Transition Checklist or review additional resources.
JOB TRANSITION CHECKLIST MORE JOB UNCERTAINTY RESOURCES

Articles

Image for Cobra What you need to know about COBRA
Life has a way of forcing us all to make changes now and then.
October 28, 2021
Image for Integrating a New Benefits Package New benefits and incentive structures can impact your long-term plans
Many workplaces today offer a wide range of benefits to round out their employees’ comprehensive compensation package.
October 28, 2021
Image for Updating Your Financial Plan Making ends meet when your income is reduced
A job loss is something that happens to many of us, and it’s not the end of the world.
October 28, 2021
Image for Bouncing Back After a Job Loss Bouncing back after a job loss
Recovering from job loss is possible.  Explore guidance to help you get back on your feet.
October 19, 2021

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC marketed as Addison Avenue Investment Services and are not insured by any 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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Tech Federal Credit Union and the Addison Avenue Investment Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.


Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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