Financial Advisor: Investments & Estate Planning
Job in
Burgaw, Pender County, North Carolina, 28425, USA
Listed on 2026-09-09
Listing for:
SECU
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
SECU, a North Carolina-based credit union, seeks a Financial Advisor focused on investments, trust services, and estate planning. You will deliver advisory solutions across branch, phone, and digital channels, building proactive member relationships and guiding holistic financial plans.
You will work with life insurance, retirement planning, and other financial products, leveraging SECU systems to meet member goals while staying compliant with regulatory requirements and internal policies.
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