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Licensed Financial Advisor (Priority Financial Group)
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$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.
- The purpose is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning.
- Helps clients reach their personal, education, business, retirement, and estate planning goals.
- Conducts investment, insurance, and estate planning proposals.
- Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker Dealer policies and procedures.
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