Retirement Planning Advisor

TruNorth Advisors is seeking a dedicated financial advisor to build holistic financial plans for clients and meet with them weekly. The ideal candidate is organized, patient and reliable, capable of handling calls, calendar management, and collaborating with the investment team on strategy. A strong focus on exceptional client service and a proactive work style is essential. The role requires licenses for Health and Life Insurance and Series 65/66, with CFP certification pursued within the next #J-18808-Ljbffr TruNorth Advisors