Senior Financial Planner

About this role

As part of the Wealth team, the Senior Financial Planner takes a proactive approach to help Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, the Senior Financial Planners are skilled in recommending customized strategies pertaining to investments, education, retirement & estate planning, risk management and basic tax issues.

In managing a portfolio of Member accounts through the provision of relevant, effective advice, our Senior Financial Planner will earn trust and build relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Investment Advisors, Small Business Advisors, Commercial Relationship Managers, Insurance Representatives and Estate and Trust specialists, the Senior Financial Planner will ensure our Members’ financial peace of m...