Jobs
>
Columbus

    Senior Financial Advisor - Columbus, United States - Wright-Patt Credit Union

    Wright-Patt Credit Union
    Wright-Patt Credit Union Columbus, United States

    2 weeks ago

    Default job background
    Description
    Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals.


    The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products.

    This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an

    ever-increasing

    level of service and economic value to member-owners.


    Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products.

    Sells investment and insurance products to member-owners.


    Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.


    Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.

    Conducts regular training of member center partner-employees on investment and insurance products.

    Conducts educational seminars related to financial planning topics.

    Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations.

    Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.

    #J-18808-Ljbffr
  • FusionWorks

    Financial Advisor

    2 days ago

    FusionWorks Gahanna, United States

    About the Company · The Oberender AG is one of the leading management consulting firms in the healthcare sector. Our diverse range of services includes strategy development and implementation, as well as assuming management functions. Our clients include hospitals, private and pu ...

  • Skylight Financial Group

    Financial Advisor

    2 weeks ago

    Skylight Financial Group Ohio, United States

    Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. · As an Advisor, y ...

  • Magellan Financial & Insurance Services, Inc.

    Financial Advisor

    3 weeks ago

    Magellan Financial & Insurance Services, Inc. Columbus, United States

    Elite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Asset Preservation Wealth & Tax () is built and run by advisors who meet with clients/prospectswe eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, ...

  • Lifetime Financial Growth

    Financial Advisor

    2 weeks ago

    Lifetime Financial Growth Columbus, United States

    Job Description · Job DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals · BENEFITS · You can't attract quality people with a second-best compensation package. As a Financial Advisor, you'll be part of a recognized, respec ...

  • Insight Financial Planning

    Financial Advisor

    1 week ago

    Insight Financial Planning Columbus, United States

    Job Description · Job Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. · Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship bu ...

  • OPOC

    Financial Advisor

    2 weeks ago

    OPOC Columbus, United States

    Job Description · Job DescriptionJob Description: (One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written commu ...

  • Capital Asset Management, Inc.

    Financial Advisor

    3 weeks ago

    Capital Asset Management, Inc. Columbus, United States Full time

    Capital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years. We are a fee-only, advisory firm. We do not sell products or receive any referral fees or commissions. · Applicants must hav ...

  • beBee Handyman

    Financial advisor for personalized advice

    2 days ago

    beBee Handyman Urbancrest, OH, United States Freelance

    1. Our Spanish company, 3dled, is looking to purchase LED materials from a company in Urbancrest, OH. As we are a company outside of Mexico, do we still need to pay Mexican VAT? · 2. We plan to sell these materials to Promo Espacio, a Mexican company, with a margin. Should we inv ...

  • Elite Advisor Network

    Financial Advisor Coach

    2 weeks ago

    Elite Advisor Network Franklin, United States

    Financial Advisor Coach · Position Overview · Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to s ...

  • Summit Financial Strategies

    Staff Financial Advisor

    1 week ago

    Summit Financial Strategies Columbus, United States

    Job Description · Job DescriptionSalary: · Title: · Staff Financial Advisor · Status: · Full-time salaried · Reports to: · Director of Operations of Client Service Team · Job Summary · The Staff Financial Advisor has broad responsibility for client satisfaction and supports th ...

  • Goodwin Recruiting

    Associate Financial Advisor

    1 week ago

    Goodwin Recruiting Franklin, United States

    Job Description · Job DescriptionTo Apply for this Job Click HereAn established and expanding financial services and wealth management firm in Franklin, TN with $850mm AUM is looking for an Associate Financial Advisor to make an immediate impact by supporting the Senior Financial ...

  • Wright-Patt Credit Union

    Senior Financial Advisor

    3 weeks ago

    Wright-Patt Credit Union Columbus, United States

    Job Description · Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. · The Senior Fin ...

  • Transcend PM

    Senior Financial Advisor

    1 week ago

    Transcend PM Columbus, United States

    SENIOR FINANCIAL ADVISOR · Location : Columbus, OH (in-office) · Compensation : $200,000 - $250,000 · Status : Full-time · The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investme ...

  • KEMBA Financial Credit Union

    Junior Financial Advisor

    3 weeks ago

    KEMBA Financial Credit Union Columbus, United States

    Job Description · Job Description · Title: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union M ...

  • KEMBA Financial Credit Union

    Junior Financial Advisor

    2 weeks ago

    KEMBA Financial Credit Union Columbus, United States

    Reports to: Director of Wealth Management & Financial Resources · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial go ...

  • Paramount leadership development

    Financial Advisor Remote

    1 week ago

    Paramount leadership development Columbus, United States

    At our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take control of their financial futures, we ...

  • Transcend PM

    Senior Financial Advisor

    1 week ago

    Transcend PM Columbus, United States

    SENIOR FINANCIAL ADVISOR · Location : Columbus, OH (in-office) · Compensation : $200,000 - $250,000 · Status : Full-time · The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investme ...

  • Paramount leadership development

    Financial Advisor Remote

    1 week ago

    Paramount leadership development Columbus, United States

    Job Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...

  • InsideHigherEd

    Financial Operations Advisor

    1 week ago

    InsideHigherEd Columbus, United States Administrative Jobs ,

    Screen reader users may encounter difficulty with this site. For assistance with applying, please contact hr- If you have questions while submitting an application, please review these frequently asked questions. · Current Employees and Students:If you are currently employed or e ...

  • Lifetime Financial Growth

    Financial Advisor Assistant

    3 weeks ago

    Lifetime Financial Growth Columbus, United States

    Job Description · Job DescriptionJob description · The assistant's role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities. · Critical factors of ...