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Financial Advisor Financial Services

Insurance & Financial Planning Advisor — Client-Focused

Job in Dayton, Montgomery County, Ohio, 45444, USA
Listing for: Feldmeyer Financial Group
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A family-owned financial advisory practice in Dayton, Ohio, is seeking a dedicated individual to manage insurance-related activities and support financial planning. Responsibilities include overseeing insurance policies, ensuring documentation compliance, and maintaining client financial data accuracy. Ideal candidates should be detail-oriented with strong communication skills. This role plays a crucial part in enhancing client services within a dynamic team environment.
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