Financial Planning Specialist

4 days ago

Evansville, Indiana, United States Heritage Federal Credit Union Full time
Start Your Career with Heritage Federal Credit Union

Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to its focus on helping members and the community. In this dynamic and collaborative environment, your contributions will truly make a difference. We are searching for a Financial Advisor to provide comprehensive financial planning and investment advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Provide comprehensive financial planning services to clients, including retirement planning, investment planning, tax planning, estate planning, and risk management.
  • Build and maintain relationships with clients by understanding their financial needs and goals and providing personalized financial advice.
  • Conduct in-depth financial analysis of clients' current financial situations, including reviewing financial statements, evaluating investment portfolios, and assessing risk tolerance.
  • Develop customized financial plans that align with clients' objectives and provide recommendations for achieving their financial goals.
  • Educate clients on various investment options, strategies, and risks, and recommend appropriate investment products and services.
  • Monitor and review clients' investment portfolios regularly, and make adjustments based on changes in market conditions, clients' financial goals, and risk tolerance.
  • Stay up to date with market trends, economic conditions, and changes in financial regulations, and provide insights and recommendations to clients.

Requirements:
  • Bachelor's degree in Business, Finance, or equivalent trade-off in professional work experience.
  • 3-5 years successful financial services sales experience.
  • Life, health, and variable insurance license.
  • FINRA Securities Industry Essentials Examination, Series 7, 63, and IAR (65/66 or appropriate designation) registrations. LUTCF, CLU, ChFC, or CFP designation preferred.
  • Demonstrated ability to effectively build business relationships with diverse clients.
  • Demonstrated ability to translate complex information, create, and deliver an effective message scaled to an appropriate audience.
  • High-level oral and written communication skills.
  • Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.

About Heritage Federal Credit Union
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, works, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at EOE Heritage Federal Credit Union.

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