We are currently seeking a Wealth Planning Specialist to join our team.

The Wealth Planning Specialist (WPS) provides professional and comprehensive financial planning advice to high value members within assigned credit union branches. This role completes a review of the member’s investment portfolio and provides recommendations that meet the members life cycle needs. Based on member fit, the Wealth Planning Specialist is the primary decision maker as to who manages the member’s ongoing financial needs and using the Wealth Continuum guidelines, will refer the member to the appropriate SFA, WA or SWA. As part of the discovery process, the WPS proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services. The WPS provides support/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required. This role does not manage ...