Financial Planning Specialist, Concord NH

3 days ago


Portsmouth, Virginia, United States Lighthouse Credit Union - Northeast Credit Union Full time
Leadership Philosophy

At Lighthouse Credit Union, we believe in empowering individuals to achieve their financial goals. Our leadership philosophy is built on the principles of collaboration, innovation, and a commitment to excellence.

Job Summary

We are seeking a highly motivated and experienced Financial Advisor to join our team in Concord, NH. As a Financial Advisor, you will be responsible for providing personalized financial planning and advisory services to our members, helping them achieve their financial objectives and improve their overall well-being.

Key Responsibilities
  • Develop and implement comprehensive financial plans for members, taking into account their unique financial goals and objectives.
  • Provide ongoing financial guidance and support to members, helping them navigate complex financial decisions and stay on track with their financial plans.
  • Collaborate with other credit union professionals to develop and implement financial education programs and services that meet the needs of our members.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide expert financial advice and guidance to members.
Requirements

To be successful in this role, you will need:

  • A strong background in financial planning and advisory services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with members and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • A commitment to ongoing learning and professional development, with a desire to stay up-to-date with industry trends and developments.
What We Offer

As a Financial Advisor with Lighthouse Credit Union, you will have the opportunity to work with a dynamic and supportive team, helping our members achieve their financial goals and improve their overall well-being. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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