Financial planning and managed investment expertise support Libro Credit Union members across the Watford and Arkona branches. This is a full-time position.

As Financial Planner, you will help mass affluent members clarify financial situations, life goals, and risk tolerance. You will use planning software, build relationships, and collaborate with branch and regional teams. The role is dually employed by Libro Credit Union and Aviso Wealth.

Key Responsibilities:

- Build relationships with approximately 300 member households
- Engage members and prospects through referrals and market intelligence
- Translate goals into modular financial planning software
- Refer needs to appropriate financial specialists
- Maintain compliance, licensing, and continuing education requirements

Requirements:

- PFP, CFP, or QAFP designation
- Three to five years of industry experience
- At least two years in full time managed investments
- Passion for strengthening people's financial well-being
- Ability to demonstrate accountability, courage, and inclusion

Apply financial planning, investment knowledge, and relationship-building skills while supporting members through Libro Credit Union and Aviso Wealth.

📌 Financial Planner Watford Arkona (Warwick)
🏢 Libro Credit Union
📍 Warwick