Start your career with Heritage Federal Credit Union!
Heritage Federal Credit Union is looking for an energetic, strategic, and creative person to join our team! We are recruiting a dynamic leader to fill the Director of Heritage Investments position and who is excited about being with a growing organization.
Responsible for overseeing Heritage Investments and provide comprehensive financial planning and investment advice to clients, helping them achieve their financial goals and objectives. You will be responsible for building and maintaining client relationships, analyzing financial information, creating financial plans, and recommending investment strategies. Candidate should have a strong understanding of financial markets, be able to communicate complex financial concepts to clients, and have a track record of delivering exceptional service.
What you’ll do:
- Provide comprehensive financial planning services to clients, including retirement planning, investment planning, tax planning, estate planning, and risk management.
- Build and maintain relationships with clients by understanding their financial needs and goals and providing personalized financial advice.
- Conduct in-depth financial analysis of client’s current financial situation, including reviewing financial statements, evaluating investment portfolios, and assessing risk tolerance.
- Stay up to date with market trends, economic conditions, and changes in financial regulations, and provide insights and recommendations to clients.
- Effectively supervise department staff to accomplish these duties, ensuring optimal performance.
- Provides leadership to personnel through effective object setting, delegation, and communication. Conducts staff meetings and one on ones with staff members as required and informs personnel of policy and procedural changes.
- Educate clients on various investment options, strategies, and risks, and recommend appropriate investment products and services.
What we’re looking for:
- Bachelor's degree in finance, business, economics, or related field.
- Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) are preferred.
- Knowledge of mutual funds, securities, and insurance industries.
- Proven experience as a Financial Advisor with a track record of successful financial planning and investment management.
- Strong understanding of financial markets, investment strategies, retirement planning, tax planning, estate planning, and risk management.
About Heritage Federal Credit Union
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
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