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Strategic Financial Advisor – Wealth Planning
Job in
Huber Heights, Montgomery County, Ohio, USA
Listed on 2026-01-04
Listing for:
Wright-Patt Credit Union
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A regional credit union in Huber Heights is seeking a Senior Financial Advisor to assist member-owners in achieving their financial goals through investment and insurance products. Candidates must possess a high school diploma and various FINRA licenses, with a minimum of three years experience as a Financial Advisor. Responsibilities include meeting with clients, selling financial products, and conducting seminars.
This role offers an opportunity to develop both business plans and team members in a supportive environment.
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