Financial Advisor, Investments & Estate Planning
Job in
Kenansville, Duplin County, North Carolina, 28349, USA
Listed on 2026-08-28
Listing for:
SECU
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
SECU is seeking a Financial Advisor with an investment, trust and estate planning focus to deliver exemplary member service across branches, phone, and digital channels. The role emphasizes proactive advisory conversations, helping members plan and select life insurance, investments, and trust services to fit their overall financial goals.
You will develop ongoing member relationships, coordinate with team members for complex cases, and stay current with SECU systems such as NetX 360 and
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