Credit Union Financial Advisor - Retirement & Investments
Griffin Distribution Partners
Griffin Distribution Partners is seeking an experienced Financial Advisor for the Credit Union Investment Program in Raleigh, NC. This role is ideal for candidates ready to step into a warm client base created by a retiring advisor. The advisor will conduct financial reviews, develop tailored investment solutions, and collaborate with branch managers to enhance member engagement. Required qualifications include FINRA Series 7 and Series 65 licenses and a clean regulatory record. #J-18808-Ljbffr
- State Employees' Credit Union in Rolesville, North Carolina is looking for a Financial Advisor to provide exemplary member service while assisting with investments, life insurance, and retirement planning. This position requires a four-year degree and strong communication...UnionRetirement
- State Employees' Credit Union is seeking a Financial Advisor with a focus on investment/trust/estate planning to deliver advisory solutions across life insurance, investments, and retirement planning. You will serve members in-branch, over the phone, and digitally, building...UnionRetirement
- ...you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Financial Advisor with an investment focus is responsible for providing exemplary... ...trust services, estate planning and retirement planning, through branch, telephone,...UnionRetirementWork at officeImmediate start
- ...direct position with Cetera Financial Group. Accepted applicants will... ...affiliated with Cetera Investment Services LLC (marketed as Cetera... ...programs on bank or credit union premises. There may be multiple... ...opportunities for Associate Financial Advisors to have additional training...UnionWork at office
- ...national organization of financial services firms dedicated to... ...remote role for a Financial Advisor. The Financial Advisor... ...financial plans, providing retirement planning and investment advice, and managing client... ...Controls Advisor - Horizontal Credit Risk Advisor We’re...RetirementFull timeContract workLocal areaRemote work
- ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you... ...helping clients meet their savings, investing and retirement goals. Our team of financial... ...Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial...RetirementFull timeTemporary workWork experience placementWork at office
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...Canada than any other investment firm, serving over... ...part of our firm, and we credit much of our success to... ...Jones offers a 401k retirement plan, and tax-...RetirementWork at officeWork from homeHome officeFlexible hours- ...health and wellness centers, a retirement savings plan, backup childcare,... ...reimbursement, mental health support, financial coaching and more. Additional... ..., including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and...Retirement
$115.92k
...a professional wealth advisor to drive positive impact... ...that is a leader in the financial services industry, New York Life will invest in you from the start,... ...the areas of protection, retirement, investment, and estate... ...positive income credits for commissions based on...RetirementContract work$115.92k
...Are you an experienced financial professional who wants... ...from all four major credit ratings agencies.² We... ...envision. We believe in investing in our agents, helping... ...licensed Financial Advisors with the opportunity to... ...executives and retired executives. Nautilus provides...RetirementContract workFixed term contract- ...wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... ...health and wellness centers, a retirement savings plan, backup childcare, tuition... ...Management provides individuals, advisors and institutions with strategies...RetirementTemporary workWork experience placementLocal area
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,...RetirementTemporary workWork experience placementLocal area
$15 - $22 per hour
...solutions and cutting-edge financial technology combined with friendly... ...conviction history, credit report, information available... ...health and wellness centers, a retirement savings plan, backup childcare... ...mortgages, auto financing, investment advice, small business loans...RetirementFull timeImmediate startRemote workAfternoon shift$63k - $124k
...and preparing internal credit approval documents.... ...the Huntington Capital Advisors (HCA) sub-team, this role... ..., and related financial information.* Work under... ...planning & analysis, investment banking, or other related... ...disability insurance, retirement savings plan, paid leave...RetirementFull timeH1bWork at officeRemote workFlexible hours- Latino Community Credit Union is seeking a Bilingual Teller to join our team in Raleigh, North... ...service to our members, perform financial transactions accurately, and promote credit... ...benefits including medical insurance and retirement plans. Join us to build your career...UnionRetirement
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people... ...portfolio consistent with the Firm's credit policies while meeting the financial... ...Depository Accounts, Treasury management, and Investment Products. Optimize/recommend...Work at office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...comprehensive wealth management and investment products and services for individuals,... ...wealth management, including planning for retirement, education, legacy, and other life...RetirementWork at officeShift workDay shift
- ...WealthBridge Financial Group is seeking a results‑oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients... ...offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management...Retirement
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is... ...Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...RetirementFull timeContract workFor contractorsWork at office- ...If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose The Investment Operations Specialist works with Financial Advisory Service (FAS) specialists to deliver investments to SECU’s members. The Operations team...UnionRemote work
- ...families, you will focus on financial plans that are constantly evolving... ...includes: Savings/banking Investments/wealth management Training... ...grow a successful Financial Advisor career. Sponsorship: First... ...itself, cannot assure that retirement or other financial goals will...RetirementHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$28.85 - $33.65 per hour
...of comprehensive wealth management and investment products and services for individuals,... ...management, including planning for retirement, education, legacy, and other life goals... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...RetirementHourly payTraineeshipWork at officeShift workDay shift- ...comprehensive wealth management and investment products and services for... ...management, including planning for retirement, education, legacy, and other life... ...guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net...RetirementInterim roleImmediate startShift workDay shift
- ...of comprehensive wealth management and investment products and services for individuals,... ...management, including planning for retirement, education, legacy, and other life goals... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift
- WealthBridge Financial Group is searching for an Experienced Financial Advisor to join their team in North Carolina. You will engage clients to understand... ...and provide tailored advice on investment opportunities, retirement planning, and wealth management strategies...Retirement
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its... ...become available. Voya Financial Advisors®, Inc., a leading independent... ...(b)/457 enrollment, retirement and investment strategies, and participant education...RetirementLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...with clients to review financial and investment goals, building a financial plan, and recommending... ...Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained...RetirementTemporary workMonday to FridayShift workDay shift
- ...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...provide solutions to personalized investment issues, involving the FA... ...Edward Jones offers a 401k retirement plan, and tax-advantaged...RetirementFull timeTemporary workWork at officeLocal areaFlexible hours
- Financial Solutions Advisor - Capital Blvd Financial Center Bank of America is guided by a common purpose... ...clients to review financial and investment goals, building a financial plan,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained...RetirementFull timeTemporary workWork at officeMonday to FridayShift workDay shift
$115.92k
...that is a leader in the financial services industry, New York Life will invest in you from the start,... ...such as preparing for retirement and saving for college.... ...by becoming a financial advisor with Eagle Strategies LLC... ...positive income credits for commissions based on...RetirementContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Credit Union Financial Advisor - Retirement & Investments. Be the first to apply!
- credit advisor Raleigh, NC
- credit counselor Raleigh, NC
- credit consultant Raleigh, NC
- financial planning administrator Raleigh, NC
- financial advisor development program Raleigh, NC
- wealth advisor Raleigh, NC
- financial planner cfp Raleigh, NC
- financial advisor part time Raleigh, NC
- private wealth advisor Raleigh, NC
- associate corporate finance Raleigh, NC

