Financial Planner

Imagine how great it would make you feel to help every-day folks plan for, and achieve, their dreams. Well, as a financial planner for the credit union you can do just that. Financial planners counsel members seeking to achieve financial goals and help them maximize their financial potential through a variety of financial products and services. You help explain complex options and figure out what is the best course of action for members to buy that house, send their kid to college, and retire comfortably.

Major Duties and Responsibilities

1. Advise members on ways to reach financial goals utilizing knowledge of tax and investment strategies, retirement plans, securities, insurance, and real estate.
2. Assess members’ assets, liabilities, cash flow, insurance coverage, tax status, financial objectives, and establish investment strategies.
3. Explain the financial assistance available to members interested in post-secondary education or advanced training, such as grants, scholarships, and loans.
4. Establish payment priorities, payoff methods, and estimate time for debt liquidation.
5. Counsel members on financial problems such as excessive spending and borrowing of funds and provide members with ideas and suggestions to assist them in negotiating with creditors.
6. Certified Financial Planner status and Series 7 license preferred and may be required.