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Financial Advisor - Investments & Estate Planning
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-30
Listing for:
State Employees' Credit Union
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
State Employees' Credit Union seeks a Financial Advisor focused on investment, trust and estate planning. The role delivers advisory solutions, Life insurance, retirement planning, and investment guidance across branches, phone, and digital channels.
Candidates should show ongoing growth in advisory capacity, compliance with MISP, and strong client service. Experience with SECU platforms and cross‑department collaboration is essential for success.
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