Wealth Planning Specialist

• Provides professional and comprehensive financial planning advice to high value members within assigned credit union branches.
• Completes a review of the member’s investment portfolio and provides recommendations that meet the members life cycle needs.
• Proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services.
• Provides support/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required.
• Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.

Requirements

• Bachelor's Degree in related discipline or equivalent combination of education and experience required
• Mutual Funds License and CFP designation required
• ...