Wealth Planning Specialist at Tru Bank

Join Tru Cooperative Bank as a Wealth Planning Specialist, where your financial advisory skills can impact high-value members positively. This position focuses on personalized investment planning advice.

In this role, you will analyze members' investment portfolios and provide actionable insights based on their life cycle needs. Your engagement with current and potential members will enhance wealth management opportunities and strengthen relationships within assigned branches. Additionally, you will offer mentoring support for branch staff on investment solutions.

Key Responsibilities:

• Conduct comprehensive reviews of member investment portfolios

• Recommend investment strategies based on member needs

• Proactively engage with potential members for business growth

• Mentor branch staff on wealth management processes

• Ensure compliance with ethical standards and regulations

Requirements:

• Bachelor's degree or equivalent experience

• Mutual Funds License and CFP designation necessary

• At least 6 years of financial advisory experience

• Knowledge of financial planning tools and software

• Exceptional verbal and written communication skills

Make a difference in members' financial futures at Tru Cooperative Bank as a trusted advisor.
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