Financial Advisor: Investments, Trust & Estate Planning
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
State Employees' Credit Union in North Carolina seeks a Financial Advisor focused on investment, trust, and estate planning. The role delivers advisory solutions through branch, phone, and digital channels, building ongoing member relationships and guiding holistic financial plans.
You will work with life insurance, investments, trust services, and retirement planning, using SECU systems and technology to meet member goals while ensuring regulatory compliance and strong member service.
We invite applications for the Financial Advisor:
Investments, Trust & Estate Planning position located in Charlotte, NC, United States.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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