Financial Advisor: Investments, Trust & Retirement
State Employees' Credit Union
State Employees' Credit Union in North Carolina seeks a Financial Advisor focused on investment, trust and estate planning to deliver exemplary member service. The role develops financial plans, explains advisory solutions, and builds ongoing member relationships via branch, phone, and digital channels. The candidate will work with life insurance, investments, trust services, and retirement planning, navigate NetX 360 and Envestnet systems, and mentor colleagues while maintaining compliance with #J-18808-Ljbffr State Employees' Credit Union
Vacancy posted 3 days ago
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