Senior Financial Advisor - Wealth Planning & Member Wellbeing
Lake Trust Credit Union
Lake Trust Credit Union is seeking a Financial Advisor to drive member engagement by recommending and selling appropriate investment and insurance products based on members’ needs and goals. The role requires maintaining licenses and staying current with training to support cross-department projects and a strong financial wellbeing program. You will collaborate across departments, develop relationships, and deliver tailored financial planning strategies. #J-18808-Ljbffr Lake Trust Credit Union
Vacancy posted 1 day ago
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