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Financial Consultant Financial Advisor Financial Services

Financial Advisory Specialist: Estate & Investment Planning

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: State Employees' Credit Union
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A local credit union is seeking a Financial Advisory Services Specialist to provide exceptional service in helping members with life insurance, investments, and estate planning. Responsibilities include member consultations, collaboration with referral teams, and maintaining compliance with credit union and regulatory policies. Candidates must possess a relevant degree and obtain necessary licenses within six months. This role emphasizes communication skills, critical thinking, and the ability to operate in a team-oriented environment.
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