17 Sep
|
Sunrise Credit Union
|
Brandon
17 Sep
Sunrise Credit Union
Brandon
Sunrise Credit Union seeks a Wealth Advisor to deliver comprehensive financial planning and insurance-inclusive investment advisory services to members. Reporting to the Director, Sunrise Wealth Management, the role builds long-term relationships with members by delivering objective, personalized financial guidance aligned with their goals and life stages.
The Wealth Advisor supports complex planning needs, manages higher-value portfolios, and implements advanced wealth strategies while ensuring
📌 Senior Wealth Advisor: Holistic Planning & Investments (Brandon)
🏢 Sunrise Credit Union
📍 Brandon