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Senior Financial Planner & Client-Relationship Advisor
Job in
Blue Ash, Hamilton County, Ohio, USA
Listed on 2026-05-21
Listing for:
Stratos
Full Time
position Listed on 2026-05-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Retirement Corporation of America is looking for a Financial Advisor in Blue Ash, OH, to deepen client relationships and deliver comprehensive financial planning. This role involves preparing client meetings, developing financial plans, and contributing to client services.
You will need 5–7 years of experience in the field, with a CFP® designation required and strong communication skills. Benefits include healthcare, 401k match, and PTO.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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