Wealth Planning Specialist First West
Valley First, a division of First West Credit Union
Job Description
Elevate your financial advisory career at First West as a Wealth Planning Specialist. This role involves providing expert investment guidance to high-value members while driving business development.
As a Wealth Planning Specialist, you will leverage your financial planning skills to support members in making informed investment decisions. Your responsibilities include assessing member needs, facilitating referrals, and mentoring branch staff. A focus on business development will allow you to deepen existing relationships and build new ones with potential members.
Key Responsibilities:
• Identify financial planning and wealth needs of members
• Provide comprehensive investment advice for high-value individuals
• Proactively develop business with new and existing members
• Mentor branch employees on investment products and services
• Ensure transactions are completed accurately and efficiently
Requirements:
• Bachelor’s degree or equivalent relevant experience...
As a Wealth Planning Specialist, you will leverage your financial planning skills to support members in making informed investment decisions. Your responsibilities include assessing member needs, facilitating referrals, and mentoring branch staff. A focus on business development will allow you to deepen existing relationships and build new ones with potential members.
Key Responsibilities:
• Identify financial planning and wealth needs of members
• Provide comprehensive investment advice for high-value individuals
• Proactively develop business with new and existing members
• Mentor branch employees on investment products and services
• Ensure transactions are completed accurately and efficiently
Requirements:
• Bachelor’s degree or equivalent relevant experience...