Financial Advisor - Investments & Estate Planning
ncsecu
SECU is seeking a Financial Advisor focused on investment, trust and estate planning to deliver exemplary member service and proactive advisory solutions. You will guide members through life insurance, investments, estate planning and retirement planning using branch, phone, and digital channels, while navigating SECU systems and software. In this role you will build ongoing member relationships, translate financial goals into actionable plans, stay compliant with MISP and regulatory #J-18808-Ljbffr ncsecu
Vacancy posted 1 day ago
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