Financial Advisory Services Specialist (Investment-Trust Focus)
State Employees Credit Union of New Mexico
About this role
The Financial Advisory Services Specialist provides member-focused advice on life insurance, investments, trust, estate planning, and retirement solutions through branch, telephone, and digital channels. The role supports referrals, ensures compliance with credit union policies, and maintains strong product knowledge to meet members' financial goals.
Skills
Qualifications
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.
Recent company news
About State Employees Credit Union of New Mexico
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for State Employees Credit Union of New Mexico.
Salary
$128k – $171k
per year
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