Financial Advisory Services (FAS) Specialist (Investment/ Trust / Estate Planning Focus)
State Employees Credit Union of New Mexico(1 day ago)
About this role
The job involves providing financial advisory services to members, assisting them with insurance, investments, trust, estate planning, and retirement planning. The role requires developing expertise in credit union solutions, maintaining strong member relationships, and ensuring compliance with policies and regulations.
Required Skills
- Financial Planning
- Investments
- Trust Services
- Retirement Planning
- Customer Service
- Financial Software
- Compliance
- Communication
- Multi-tasking
- Teamwork
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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