Senior Financial Planner & Territory Coach

A regional credit union in Ohio seeks a Senior Financial Advisor to help member-owners meet their financial goals through the sale of investment and insurance products. The role involves assessing financial needs, selling products, servicing accounts, and conducting training seminars. Candidates should possess a high school diploma, necessary licenses within three months of employment, and a minimum of three years of experience as a Financial Advisor.

Strong sales skills and regulatory knowledge are essential.
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