CFP Paraplanner: Holistic Financial Planning Expert
Job in
Huntsville, Madison County, Alabama, 35824, USA
Listed on 2026-08-05
Listing for:
CU Ninjas
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Redstone Federal Credit Union is seeking an experienced Financial Planner to provide fiduciary, compliant financial planning and investment guidance. You will gather data, analyze goals, and design tailored plans using Money Guide Pro and Holistiplan.
The role requires 3+ years in financial planning/wealth management, CFP certification, and preferred FINRA licenses. You will work with advisors to present plans, support member outcomes, and ensure regulatory compliance.
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