Financial Advisor - Investments & Estate Planning
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth 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.
Consider building your career as a Financial Advisor
- Investments & Estate Planning at State Employees' Credit Union.
Step into the Financial Advisor
- Investments & Estate Planning role at State Employees' Credit Union in Franklin, NC, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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