Strategic Financial Planning Manager

Job Description

We are seeking a highly skilled Strategic Financial Planning Manager to join our team at CommunityAmerica Credit Union.

About the Role

This is a pivotal position where you will play a key role in helping our members achieve their long-term financial goals. You will develop customized financial plans and offer investment recommendations to support their financial future.

Duties and Responsibilities

• Analyze investment strategies and provide well-informed recommendations to our members.
• Achieve sales/production goals to ensure revenue projections are met.
• Stay abreast of the investment tools and services available that can maximize performance.
• Ensure business activities and investment recommendations are in compliance with rules and regulations.
• Initiate outbound calls to members sourced from various lead lists and cultivate referrals from credit union employees.
• Attend credit union functions and other community meetings, as necessary.
• Promote honest and open communication and demonstrate behaviors that align with the credit unions values and leadership characteristics.
• Collaborate with other credit union departments to ensure the workflow and processes deliver the best possible service to our members.

Requirements

To be successful in this role, you will need:

• Bachelors degree and a minimum of two years experience in a related investment role is required.
• FINRA Series 7 & 66 strongly preferred (63 & 65 licensing can be in place of 66).
• Previous investment experience in a bank or credit union environment is preferred.

Salary Information

The estimated annual salary for this position is $83,000 - $110,000, depending on experience and qualifications.

What We Offer

We offer a comprehensive benefits package, including health insurance, retirement savings plan, paid time off, and opportunities for professional growth and development.

Salary : $83,000 - $110,000