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Financial Advisor
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$75,000 - $125,000 a year
Full-time
- Priority Financial Group (PFG) in its relationship with TruPartner Credit Union , is looking to add a Financial Advisor to work in their Cincinnati Ohio market.
- Our 16,000 members pool their money together in the form of deposits, which are available for members to borrow for investments like home loans, auto loans, consumer loans, student loans, and more.
- The role of the Financial Advisor is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning products and services.
- Leverages fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals.
- Conducts investment, insurance, and estate planning proposals with assigned members.
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