Financial Advisor — Holistic Planning & Investments
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
SECU is seeking a Financial Advisor with a focus on investment, trust, and estate planning to deliver holistic member solutions. You will advise on life insurance, investments, and retirement planning while using CXOne, NetX 360, and Envestnet within SECU platforms.
The role emphasizes proactive advisory engagements, cross‑department collaboration, and ongoing member education to meet financial goals and regulatory requirements.
The Financial Advisor — Holistic Planning & Investments position in the Finance, Sales field is open for applications.
We have an opening for a Financial Advisor — Holistic Planning & Investments in Murphy, TX, United States within Finance, Sales.
This role, Financial Advisor — Holistic Planning & Investments at State Employees' Credit Union, could be your next move.
Are you ready to take on the Financial Advisor — Holistic Planning & Investments role at State Employees' Credit Union?
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