Financial Advisory Services (FAS) Specialist (Investment/ Trust / Estate Planning Focus)
State Employees Credit Union of New Mexico(13 days ago)
About this role
The Financial Advisory Services Specialist provides member service related to investments, insurance, estate planning, and retirement planning, primarily through branch, phone, and digital channels. They support financial education and refer members to specialists while developing their own proficiency in financial products and services.
Required Skills
- Financial Planning
- Investment
- Estate Planning
- Trust Services
- Retirement Planning
- Customer Service
- Sales
- Financial Software
- Compliance
- Communication
About State Employees Credit Union of New Mexico
secunm.orgAs a State Employees Credit Union Member, you have an active voice in a credit union that understands your specific needs. See why we're the best credit union in New Mexico.
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