Financial Advisor - Investments & Estate Planning
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
State Employees' Credit Union seeks a Financial Advisor focused on investment, trust and estate planning. The role delivers advisory solutions, Life insurance, retirement planning, and investment guidance across branches, phone, and digital channels.
Candidates should show ongoing growth in advisory capacity, compliance with MISP, and strong client service. Experience with SECU platforms and cross‑department collaboration is essential for success.
We are seeking a motivated Financial Advisor
- Investments & Estate Planning to join State Employees' Credit Union in Franklin, NC, United States.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Advisor
- Investments & Estate Planning role in the description above.
We appreciate your interest in this position.
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