Holistic Wealth Advisor – Investments & Estate
Listed on 2026-09-22
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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.
This role, Holistic Wealth Advisor – Investments & Estate at State Employees' Credit Union, could be your next opportunity.
The advertised compensation is 55.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Holistic Wealth Advisor – Investments & Estate role in the description above.
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