Wealth Management Strategist
2 weeks ago
We are a wealth management subsidiary of Conexus Credit Union, dedicated to providing personalized financial solutions for our clients. Our team of experts is passionate about helping individuals and businesses achieve their long-term goals through customized financial planning.
Job DescriptionWe are seeking a skilled Financial Planner to join our team. In this role, you will work closely with clients to understand their unique financial needs and develop tailored plans to help them achieve their objectives. Your expertise will include creating comprehensive financial profiles, identifying areas for improvement, and developing strategies to optimize wealth creation and preservation.
The successful candidate will have 2+ years of experience in the financial services industry, preferably with a Certified Financial Planner (CFP) designation. They will possess excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients and internal stakeholders.
You will be responsible for:
- Conducting comprehensive financial assessments and developing customized plans for clients
- Collaborating with cross-functional teams to provide integrated financial solutions
- Maintaining accurate records and updating client files as necessary
We offer a competitive salary range of $70,140 - $87,670 per annum, with opportunities for professional growth and development. Our benefits package includes preferred banking rates, generous vacation benefits, and a pension plan with 7% employer matching.
At Conexus Credit Union, we prioritize employee well-being and success. We believe that our employees are the driving force behind our member experiences, and we strive to create a positive and supportive work environment.
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