Holistic Wealth Advisor – Investments & Estate
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-07-10
Listing for:
State Employees' Credit Union
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
State Employees' Credit Union is seeking a Financial Advisor with a focus on investment/trust/estate planning to deliver advisory solutions across life insurance, investments, and retirement planning. You will serve members in-branch, over the phone, and digitally, building relationships and guiding holistic financial plans.
The role requires a four-year degree in finance-related fields and active licenses or designation; previous credit union experience is preferred.
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