Licensed Financial Advisor
4 days ago
TruPartner Credit Union is seeking a highly skilled Licensed Financial Advisor to join their team in Cincinnati, Ohio. As a key member of the organization, you will be responsible for providing holistic financial planning advice to clients, helping them achieve their personal, education, business, retirement, and estate planning goals.
About the Role:The ideal candidate will have a strong understanding of the investment industry, excellent interpersonal and listening skills, and the ability to work independently with a high degree of accuracy. You will be responsible for conducting investment, insurance, and estate planning proposals, providing financial education services to credit union members, and achieving activity and production goals as agreed upon.
Key Responsibilities:- Help clients reach their financial goals through personalized financial planning and investment advice.
- Conduct thorough financial needs analyses to identify opportunities for growth and improvement.
- Develop and implement comprehensive financial plans, including investment, insurance, and estate planning strategies.
- Provide ongoing financial education and support to clients, helping them stay on track with their financial goals.
- Stay up-to-date on market trends and developments, analyzing and interpreting data to inform financial planning decisions.
- 2+ years of experience in a related financial planning or sales field.
- Valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance).
- Certified Financial Planner (CFP) designation preferred.
- Strong understanding of the investment industry and excellent interpersonal and listening skills.
Benefits:
- Office space and basic office supplies.
- Marketing support from the credit union, including introductions to partner organizations and groups, co-sponsorship of workshops or seminars, and spotlights in online and/or print materials.
- Territories with significant deposit base, including current clients who need an advisor to support their financial goals.
- The opportunity to find new clients via the Credit Union's client base.
- The opportunity to create client solutions without proprietary products.
What We Offer:
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors.
- Resources and expertise across the firm to help you create client solutions.
- The freedom to create solutions specific to your client's goals.
How to Apply:
Interested candidates should submit their resume and a cover letter outlining their qualifications and experience. We look forward to hearing from you
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