CFP Paraplanner - Holistic Financial Planning Pro
Job in
Huntsville, Madison County, Alabama, 35824, USA
Listed on 2026-08-17
Listing for:
Redstone Federal Credit Union
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Redstone Federal Credit Union seeks an experienced financial planner to provide fiduciary, compliant financial planning and investment guidance through comprehensive member conversations. You will develop tailored plans using planning software, ensuring recommendations align with CFP standards and regulatory requirements.
The role involves partnering with Financial Advisors, presenting plans, and delivering holistic planning solutions to support member retention and long‑term financial success.
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