What are the responsibilities and job description for the Lead Financial Planner Opportunity position at Financial Partners Credit Union?
Job Description:
We're seeking a talented Lead Financial Planner to lead our team of financial professionals. In this critical role, you'll be responsible for conducting thorough analysis of members' financial status, risk tolerance, and life stages to offer customized non-deposit investment solutions.
You'll also maintain proactive communication with both current and prospective clients, ensuring they feel valued and informed. Schedule annual reviews to assess client needs and adjust financial plans accordingly.
