Senior Financial Advisor - Wealth Planning & Member Wellbeing
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Lake Trust Credit Union is seeking a Financial Advisor to drive member engagement by recommending and selling appropriate investment and insurance products based on members’ needs and goals. The role requires maintaining licenses and staying current with training to support cross-department projects and a strong financial wellbeing program.
You will collaborate across departments, develop relationships, and deliver tailored financial planning strategies.
Consider building your career as a Senior Financial Advisor
- Wealth Planning & Member Wellbeing at Lake Trust Credit Union.
This role is for the Senior Financial Advisor
- Wealth Planning & Member Wellbeing role at Lake Trust Credit Union.
We are seeking a motivated Senior Financial Advisor
- Wealth Planning & Member Wellbeing to join Lake Trust Credit Union in Town of Brighton, NY, United States.
The Senior Financial Advisor
- Wealth Planning & Member Wellbeing position in the Finance, Sales field is open for applications.
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