Financial Advisor, Investments & Estate Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
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
We have an opening for a Financial Advisor, Investments & Estate Planning in Kenansville, NC, United States within Finance.
Join SECU and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Advisor, Investments & Estate Planning role at SECU, based in Kenansville, NC, United States.
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