Strategic Financial Advisor: Investments & Estate Planning
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
State Employees' Credit Union seeks a Financial Advisor focused on investment, trust, and estate planning. Responsibilities include delivering advisory solutions, using technology to support members, and maintaining strong member relationships across channels.
You will interact in an advisory capacity, expanding referrals and leveraging SECU systems for ongoing financial planning guidance, while ensuring compliance and confidentiality in member communications.
The Strategic Financial Advisor:
Investments & Estate Planning role at Talentify is now open for applications in Black Mountain, NC, United States.
The following opportunity is for a Strategic Financial Advisor:
Investments & Estate Planning with Talentify.
Our organisation is growing, and we are hiring a Strategic Financial Advisor:
Investments & Estate Planning in Black Mountain, NC, United States.
This opportunity is for the Strategic Financial Advisor:
Investments & Estate Planning role at Talentify.
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