Financial Planning Professional

3 days ago


Long Beach, California, United States Financial Partners Credit Union Full time
About the Role

This Financial Consultant position offers a competitive salary and bonus structure, with an estimated base pay of $70,000 to $90,000 annually, depending on experience.

We are seeking a highly skilled and motivated individual to join our team as a Financial Consultant at Financial Partners Credit Union. As a key member of our team, you will be responsible for providing personalized financial advice and solutions to our members, empowering them to achieve their financial aspirations.

The ideal candidate will have a Bachelor's degree or equivalent, 2-4 years of experience in financial consulting, and demonstrated success in financial planning and client management. A Certified Financial Planner (CFP) certification is preferred.

You will work closely with credit union colleagues to receive and provide referrals, ensuring a seamless client experience and integrated financial solutions. You will also design and deliver financial education seminars to enhance members' financial literacy and engagement with our services.

Key Responsibilities
  • Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions.
  • Maintain proactive and responsive communication with clients, ensuring they feel valued and well-informed.
  • Ensure meticulous completion of all necessary paperwork and reports according to regulatory and company standards.


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