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Financial Advisor: Investments, Trust & Estate Planning

State Employees' Credit Union

State Employees' Credit Union in North Carolina seeks a Financial Advisor focused on investment, trust, and estate planning. The role delivers advisory solutions through branch, phone, and digital channels, building ongoing member relationships and guiding holistic financial plans. You will work with life insurance, investments, trust services, and retirement planning, using SECU systems and technology to meet member goals while ensuring regulatory compliance and strong member service. #J-18808-Ljbffr State Employees' Credit Union

Vacancy posted 2 days ago
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