Teams at RBFCU Wealth Management

The Paraplanner executes financial planning and investment operations, manages client transactions, conducts research, and creates personalized strategies for complex financial situations, working closely with Financial Advisors.

Provide administrative support to the Region Vice President, manage schedules, coordinate meetings, and oversee communication for region initiatives. Ensure project readiness and manage event logistics.

As a Financial Advisor, you will help clients shape their financial futures, conduct meetings, build relationships, and generate business through referrals and marketing strategies.