SECU is seeking a Financial Advisor with a focus on investments, trust and estate planning. The role involves delivering advisory solutions across life insurance, investments, and retirement planning through branches, phone, and digital channels.
You will build relationships with members, coordinate with specialists for complex cases, and ensure compliance with SECU policies while maintaining confidentiality and high service standards.
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📌 Financial Advisor: Investments, Estate & Retirement Planning Greater Geelong City
🏢 SECU
📍 Greater Geelong City
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