Licensed Financial Advisor (Priority Financial Group)
trupartnercu
About this role
Priority Financial Group is seeking a Financial Advisor in Cincinnati, Ohio, to strengthen member relations by providing holistic financial planning, including investments, insurance, and estate planning. The role involves working with credit union members and conducting financial education and review sessions.
Skills
Qualifications
About trupartnercu
trupartnercu.orgTruPartner Credit Union is a full-service Cincinnati-based financial cooperative. Open to anyone who lives, works, worships, or attends school in Hamilton, Butler, Clermont, or Warren County, it offers a broad range of personal and small-business banking services. Emphasizing modern technology and local expertise, TruPartner provides online and mobile banking, competitive loans and deposits, and community-focused financial guidance. With a member-first approach, the credit union helps members build financial security and plan for the future.
About trupartnercu
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for trupartnercu.
Salary
$8k – $11k
per year
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