Investment & Estate Planning Advisor
Listed on 2026-11-01
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
State Employees' Credit Union is seeking a Financial Advisor focused on investment/trust/estate planning to provide exemplary member service and advisory solutions through branch, phone, and digital channels. You will support life insurance, investments, trust services, estate planning and retirement planning within SECU’s advisory framework.
The role emphasizes proactive member conversations, education across delivery channels, and collaboration with multiple departments to tailor comprehensive
The following position is for a Investment & Estate Planning Advisor with State Employees' Credit Union.
Step into the Investment & Estate Planning Advisor role at State Employees' Credit Union in OR, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in OR, United States.
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