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Senior Investment Advisor: Growth & Education Leader

Angott Search Group

Angott Search Group is partnering with a Kentucky-based credit union to recruit a Senior Investment Advisor. The role focuses on relationship-based financial planning and delivering tailored investment and insurance solutions to credit union members. You will build and manage client portfolios, grow assets, and coach branch staff to improve investment knowledge and referrals. Compliance with FINRA, SEC, and internal regs is essential. #J-18808-Ljbffr Angott Search Group

Vacancy posted 2 days ago
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