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Financial Advisor - Investments & Estate Planning

State Employees' Credit Union

State Employees' Credit Union seeks a Financial Advisor focused on investment, trust and estate planning. The role delivers advisory solutions, Life insurance, retirement planning, and investment guidance across branches, phone, and digital channels. Candidates should show ongoing growth in advisory capacity, compliance with MISP, and strong client service. Experience with SECU platforms and cross‑department collaboration is essential for success. #J-18808-Ljbffr State Employees' Credit Union

Vacancy posted 4 days ago
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