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Financial Advisor & Holistic Planning Pro
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SECU seeks a Financial Advisory Specialist to help members understand and obtain advisory solutions, guiding them toward holistic financial plans. You will identify appropriate products, develop ongoing relationships, and coordinate with specialists for complex cases.
Ideal candidates have a Bachelor's in a related field, a life insurance license or plan to obtain it within 2 months, and active investments licensing (SIE/6/63/65 or SIE/7/66) or ATFA. 2+ years in similar roles preferred.
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