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Senior Financial Planner & Client-Relationship Advisor

Stratos

Retirement Corporation of America is looking for a Financial Advisor in Blue Ash, OH, to deepen client relationships and deliver comprehensive financial planning. This role involves preparing client meetings, developing financial plans, and contributing to client services. You will need 5–7 years of experience in the field, with a CFP® designation required and strong communication skills. Benefits include healthcare, 401k match, and PTO. #J-18808-Ljbffr

Vacancy posted 21 hours ago
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