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Wealth Advisory & Estate Planning Specialist

Job in Sanford, Seminole County, Florida, 32771, USA
Listing for: State Employees' Credit Union
Full Time position
Listed on 2025-11-28
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below
A local credit union in Florida is seeking a Financial Advisory Services Specialist to provide exemplary member service in areas such as life insurance and estate planning. Candidates should hold a bachelor's degree and be motivated to assist members with their financial goals. The role requires obtaining necessary licenses and involves engaging with branch staff to enhance member experiences, making it vital for candidates to possess strong communication and problem-solving skills.
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