Cincinnati Financial Consultant
3 weeks ago
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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