Senior Financial Advisor Support & Operations Lead
Listed on 2026-11-04
-
Finance & Banking
Wright-Patt Credit Union in Beavercreek, OH seeks a Senior Sales Assistant to support Senior Financial Advisors by handling administrative tasks, client service, and compliance-related activities. This role focuses on enabling advisors to spend more time with member-owners and to grow production.
The SSA will manage paperwork, transactions, information gathering, and policy adherence to minimize risk, while supporting marketing and scheduling efforts within a Busy member center environment.
We invite applications for the Senior Financial Advisor Support & Operations Lead position located in Beavercreek, OH, United States.
The Senior Financial Advisor Support & Operations Lead position in the Sales, Other field is open for applications.
We have an opening for a Senior Financial Advisor Support & Operations Lead in Beavercreek, OH, United States within Sales, Other.
This role, Senior Financial Advisor Support & Operations Lead at Wright-Patt Credit Union, could be your next opportunity.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).