Financial Advisor: Holistic Planning & Credit Union Growth
TruPartner Credit Union
A leading financial institution is seeking a Financial Advisor in Cincinnati to enhance member relationships through holistic planning. The role involves advising on investments, insurance, and estate planning, while also conducting reviews and educational workshops for clients. The ideal candidate will have a solid understanding of the investment industry and strong interpersonal skills, with necessary certifications and experience in financial planning. #J-18808-Ljbffr TruPartner Credit Union
Vacancy posted 2 days ago
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