Remote Financial Advisor - Investments, Trust & Estate Planning
Cary, Wake County, North Carolina, 27511, USA
Listed on 2026-11-01
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
State Employees' Credit Union seeks a full-time Financial Advisor with a focus on investment, trust, estate planning and retirement planning. The role emphasizes member service, advisory capability, and collaboration across channels, including branch, phone, and digital delivery.
You will support life insurance, investments and trust services while complying with SECU policies and security requirements. Remote position with on-site training as needed.
Are you ready to take on the Remote Financial Advisor
- Investments, Trust & Estate Planning role at State Employees' Credit Union?
We would love to welcome a new Remote Financial Advisor
- Investments, Trust & Estate Planning to our team in Raleigh, NC, United States.
For the Remote Financial Advisor
- Investments, Trust & Estate Planning position at State Employees' Credit Union, we are reviewing applications now.
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