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Financial Advisor: Holistic Planning & Credit Union
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-01-07
Listing for:
TruPartner Credit Union
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Advisor in Cincinnati to enhance member relationships through holistic planning. The role involves advising on investments, insurance, and estate planning, while also conducting reviews and educational workshops for clients. The ideal candidate will have a solid understanding of the investment industry and strong interpersonal skills, with necessary certifications and experience in financial planning.
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