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Proactive Financial Advisor: Investments & Estate Planning

State Employees' Credit Union

State Employees' Credit Union in North Carolina invites a Financial Advisor focused on investments, trust and estate planning to join our team. The role delivers advisory solutions across life insurance, investments, trust services, and retirement planning through branch, phone, and digital channels. Candidates should have 2+ years in insurance/investment/trust roles, hold a life license or obtain within 2 months, and be fully licensed in investments or hold ATFA. #J-18808-Ljbffr State Employees' Credit Union

Vacancy posted 4 days ago
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