Senior Wealth Advisor at Sunrise Credit Union

Elevate your career as a Senior Wealth Advisor with Sunrise Credit Union. This role focuses on delivering personalized investment and financial planning services to enhance member well-being.

As a Senior Wealth Advisor, you will establish long-term relationships with members, providing tailored financial advice that aligns with their unique goals. With over 5 years of experience in wealth management, you will lead complex planning needs and manage higher-value portfolios, ensuring compliance with all regulations and policies.

Key Responsibilities:

• Deliver personalized financial advice to members

• Conduct detailed financial assessments and planning

• Guide on investments, insurance, and risk management

• Build strong, trust-based member relationships

• Analyze and monitor member portfolios for performance

Requirements:

• Minimum 5 years in wealth management

• Valid financial licenses required

• Strong knowledge of investment products

• Demonstrated ability to provide compliant advice

• Excellent relationship management skills

Utilize your expertise in comprehensive financial planning and relationship-building to empower Sunrise members in achieving their financial success.
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