Holistic Financial Advisor: Investments & Trust Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
SECU is seeking a Financial Advisor with an investment/trust/estate planning focus to deliver proactive advisory solutions to members. You will assist with life insurance, investments, trust services, and retirement planning across branch, phone, and digital channels.
You will build ongoing member relationships, educate clients, and collaborate with teams to ensure tailored plans that meet evolving financial goals. Licensing and compliance are essential as you grow advisory capacity.
Our organisation is growing, and we are hiring a Holistic Financial Advisor:
Investments & Trust Planning in Lumberton, NC, United States.
We would love to welcome a new Holistic Financial Advisor:
Investments & Trust Planning to our team in Lumberton, NC, United States.
For the Holistic Financial Advisor:
Investments & Trust Planning position at SECU, we are reviewing applications now.
Step into the Holistic Financial Advisor:
Investments & Trust Planning role at SECU in Lumberton, NC, United States and grow with us.
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