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Investment & Estate Planning Advisor

Job in Denver, Lincoln County, North Carolina, 28037, USA
Listing for: SECU
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

SECU in Denver, North Carolina is looking for a Financial Advisor who focuses on investment, trust, and estate planning. Your role will involve providing exemplary service and helping members manage their financial products to fit their overall plans.

Qualifications include a Bachelor's degree in a related field, life insurance license, and at least 2 years of experience in a similar role. This position requires excellent communication skills and the ability to build strong member relationships.

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