Senior Wealth Advisor

Position: Senior Wealth Advisor at Sunrise Credit Union
Elevate financial success as a Senior Wealth Advisor with Sunrise Credit Union. This role focuses on comprehensive financial planning and investment strategies for members across multiple branches.

Sunrise Credit Union is seeking a Senior Wealth Advisor dedicated to building long-term member relationships through personalized financial advice. This position requires strong communication and decision-making skills to manage complex planning needs effectively. You'll integrate investment, insurance, and retirement solutions to empower members’ financial well-being aligned with their unique goals.

Key Responsibilities:

• Deliver personalized financial planning to members

• Build strong relationships based on trust and respect

• Manage higher-value portfolios and advanced wealth strategies

• Ensure compliance with regulatory requirements

• Collaborate across multiple teams and branches

Requirements:

• Strong relationship-building and communication skills

• Experience in financial planning and investment advisory

• Ability to adapt in a dynamic, evolving environment

• Knowledge of regulatory compliance in financial services

• Passion for community involvement and relationship-based banking

Contribute to Sunrise’s mission by fostering members' financial growth through strategic planning and comprehensive service.
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