Senior Wealth Advisor: Holistic Planning & Investments

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