Financial Advisor – Investments & Estate Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
SECU seeks a Financial Advisor focused on investment, trust, and estate planning to deliver advisory solutions to members in person, by phone, and digitally. The role emphasizes proactive financial planning, ongoing member engagement, and collaboration across departments to meet member needs and improve service delivery.
Ideal candidates hold life insurance and investments licenses (or ATFA/CFP), have 2+ years in advisory roles, and maintain licenses with continuing education.
This role, Financial Advisor – Investments & Estate Planning at SECU, could be your next opportunity.
This opportunity is part of our work in Finance, Legal.
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 Financial Advisor – Investments & Estate Planning role in the description above.
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