More jobs:
Holistic Financial Advisor - Investments & Estate Planning
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-08-30
Listing for:
State Employees' Credit Union
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
State Employees' Credit Union is seeking a Financial Advisor focused on investment, trust, and estate planning to deliver exemplary member service. You will advise on life insurance, investments, and retirement planning through branch, phone, and digital channels, building ongoing relationships with members.
The role requires knowledge of SECU systems such as NetX 360 and Envestnet, plus strong communication, compliance with MISP, and the ability to work independently while collaborating with
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×