Personal Finance Consultant
3 weeks ago
As a Personal Finance Consultant at the Financial Partners Credit Union, you will be responsible for providing personalized financial advice and solutions to our members.
We are offering a salary range of $90,000 - $130,000 per year, commensurate with experience and qualifications.
Responsibilities:
- Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions.
- Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed.
Requirements:
- Bachelor's degree or equivalent educational qualification.
- 2-4 years of experience in financial consulting or a similar role.
- Demonstrated success in financial planning and client management.
What We Offer:
- A competitive salary range of $90,000 - $130,000 per year.
- An opportunity to work in a dynamic and supportive team environment.
- Ongoing professional development opportunities.
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