Cincinnati Financial Consultant

3 weeks ago


Cincinnati, Ohio, United States TruPartner Credit Union Full time
Job Details

We are seeking a seasoned Financial Advisor to join our team at the TruPartner Credit Union in Cincinnati, Ohio. As a key member of our organization, you will have the opportunity to leverage your expertise to drive success and growth for our members.

Core Responsibilities:

  • Develop and execute comprehensive financial strategies, aligning with the unique needs and goals of each client.
  • Conduct thorough client interviews, implement personalized financial plans, and provide ongoing support and guidance.
  • Maintain and build strong relationships with credit union members, identifying opportunities to expand existing relationships.
  • Stay current with industry developments, regulations, and best practices, applying this knowledge to deliver exceptional service and results.
  • Collaborate with colleagues, fostering a positive and productive work environment.

Why Join Our Team?

  • A competitive estimated salary range: $80,000 - $100,000 per year, depending on experience.
  • A dynamic work environment, with opportunities for growth and development.
  • A comprehensive benefits package, including office space, marketing support, and access to top-notch resources and expertise.
  • The freedom to create tailored solutions for clients, without proprietary products.
  • Ongoing training and education, ensuring you stay at the forefront of industry trends and best practices.

Estimated Salary Range: $80,000 - $100,000 per year



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