Financial Advisor: Holistic Planning & Member Growth

SECU; Linthicum (MD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k plan with company matching

Generous sick, vacation and personal leave

Annual corporate-wide incentives

Job summary

SECU is seeking a Financial Advisor in Linthicum, Maryland. The role focuses on providing tailored financial planning and investment advice to members, helping them achieve their financial goals. A successful candidate will possess a 4-year degree, relevant certifications, and strong relationship building skills.

The position is commission-based, requiring community involvement and adherence to compliance regulations. SECU values both employee well-being and community contribution, fostering a diverse and inclusive workplace.

Qualifications

• 4 year College Degree in preferably Economics, Finance Business, or equivalent work experience in Financial/Investment Services.
• Clearly communicates information, thoughts and ideas in a clear, concise and organized manner.
• Understands the importance of confidentiality, compliance, and ethical practice in daily responsibilities.

Responsibilities

• Provide investment recommendations and advice based on the needs and desires of the member.
• Participate in local and community activities necessary to cultivate business outside of the credit union.
• Establish value-added relationships with members to understand their investment and planning needs.

Skills

Financial planning

Investment advice

Relationship building

Risk assessment

Community engagement

Education

4 year College Degree in Economics, Finance Business

Certifications: FINRA Series 7; FINRA Series 66 or Series 63 & 65

MD Life and Health Insurance designation

Certified Retirement Planning Counselor (CRPC)

Certified Financial Planner (CFP)

Job description

SECU is seeking a Financial Advisor in Linthicum, Maryland. The role focuses on providing tailored financial planning and investment advice to members, helping them achieve their financial goals. A successful candidate will possess a 4-year degree, relevant certifications, and strong relationship building skills.

The position is commission-based, requiring community involvement and adherence to compliance regulations. SECU values both employee well-being and community contribution, fostering a diverse and inclusive workplace.