Senior Financial Advisor & Strategist
Job in
Hilliard, Franklin County, Ohio, 43026, USA
Listed on 2026-03-07
Listing for:
Wright-Patt Credit Union Inc.
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A community-focused financial institution in Hilliard, Ohio, is seeking a Senior Financial Advisor (SFA) to help member-owners achieve their financial objectives through the sale of investment and insurance products. The role requires a strong background in financial planning and sales, with necessary qualifications including a high school diploma, FINRA Series 7 license, and 3 years of experience as a Financial Advisor.
Additional licenses are required within 3 months, and the position emphasizes member service and effective coaching of team members.
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Position Requirements
10+ Years
work experience
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