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Senior Wealth Planner — IRA & HSA Expert
Job in
Moline, Rock Island County, Illinois, 61266, USA
Listed on 2026-07-31
Listing for:
Empeople-Credit-Union
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Empeople Credit Union in Illinois seeks a Wealth Planner to develop client solutions for high-net-worth individuals, manage IRAs and HSAs, and maintain client relationships while ensuring an efficient financial planning process.
You will design and review financial plans, operate eMoney Advisor and Right Capital, and collaborate with Financial Advisors to support investment services and tax requests, including annual contributions and required minimum distributions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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