Financial Solutions Specialist - Willoughby Branch

The Financial Solutions Specialist provides advanced, licensed investment advice and multi‑goal financial strategies aligned to members’ life events and evolving financial needs. Working in an unassigned member model, the Financial Solutions Specialist engages members through milestone‑driven interactions, proactive outreach, and referrals, ensuring advice remains timely, compliant, and appropriate.

Through goal‑based advisory and collaborative partnerships, this sales‑driven role ensures a seamless, holistic member experience.