Financial Advisor: Investments, Trust & Estate Planning
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
State Employees' Credit Union is seeking a Financial Advisor focused on investments, trust and estate planning. The role emphasizes proactive advisory conversations and delivering holistic financial solutions for members through branch, phone, and digital channels.
Candidates should have 2+ years in advisory roles, appropriate licenses, and strong communication skills. The position requires independence, teamwork, and adherence to security protocols; some travel for training may be required.
Join us at State Employees' Credit Union as our next Financial Advisor:
Investments, Trust & Estate Planning in Raleigh, NC, United States.
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This posting is for the Financial Advisor:
Investments, Trust & Estate Planning role at State Employees' Credit Union, based in Raleigh, NC, United States.
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