Financial Planning Specialist, Concord NH
3 days ago
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 SummaryWe 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.
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.
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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