Wealth Advisor: Holistic Planning & Growth

REV Federal Credit Union is hiring a Wealth Advisor in Wilmington, NC. This role focuses on providing comprehensive wealth management and financial planning services to members. Responsibilities include managing member relationships, conducting needs-based consultations, and offering investment guidance. Ideal candidates should have a Bachelor’s in Finance, at least 5 years of relevant experience, and required FINRA licenses. The position aims to enhance member experiences while ensuring regulatory compliance.
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