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Financial Consultant Financial Services

Financial Advisory Specialist - Investments & Estate

Job in Morganton, Burke County, North Carolina, 28680, USA
Listing for: State Employees' Credit Union
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, 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 community-focused financial institution in Morganton is seeking a Financial Advisory Services Specialist with expertise in investment, trust, and estate planning. The role entails assisting members with financial needs, developing proficiency in various financial solutions, and maintaining compliance with credit union policies. Ideal candidates should possess a four-year degree in financial planning and be capable of obtaining necessary licenses. This role emphasizes strong communication skills and a commitment to member service.
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