More jobs:
Financial Advisor & Holistic Planning Pro
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SECU seeks a Financial Advisory Specialist to help members understand and obtain advisory solutions, guiding them toward holistic financial plans. You will identify appropriate products, develop ongoing relationships, and coordinate with specialists for complex cases.
Ideal candidates have a Bachelor's in a related field, a life insurance license or plan to obtain it within 2 months, and active investments licensing (SIE/6/63/65 or SIE/7/66) or ATFA. 2+ years in similar roles preferred.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×