Empeople Credit Union
The Wealth Planner develops client solutions for high‑net‑worth individuals, designs and presents financial plans, and manages IRA and HSA functions while maintaining client relationships. The role also supports financial advisors with account services, software tools, and regulatory compliance.
Headquarters
Moline, Illinois, United States
Company Size
51-200 employees
Founded
1935
Empeople Credit Union is a member-owned financial cooperative offering a full range of banking products and services, including checking and savings accounts, mortgages, auto loans, credit cards, home equity products, and investment and retirement planning. Members benefit from competitive rates, low fees, and exclusive All-In Member Pricing, as well as personalized financial health programs and digital banking tools. Empeople is committed to empowering members on their financial journey through trusted support and one-on-one expertise.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Empeople Credit Union.
27% above the average for this role