Hybrid Senior Financial Planner at Meridian

Elevate your financial advisory career at Meridian Credit Union as a Senior Financial Planner. Support Members with tailored strategies in investments, retirement, and wealth management, all in a hybrid work model.

In this pivotal role, you will utilize over seven years of financial services experience to create personalized strategies for Member financial goals. You will review individual financial situations and collaborate with various internal partners to ensure comprehensive service. Your expertise will guide Members through complex financial landscapes, fostering trusted relationships while driving Meridian's growth.

Key Responsibilities:
• Review financial situations to create personalized investment strategies
• Conduct discovery meetings for actionable financial planning
• Collaborate with partners for business growth and profitability
• Educate Members on investment options and associated risks
• Lead workshops to attrac...