Financial Advisor: Holistic Planning & Member Guidance

SECU; Weaverville (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

SECU is seeking a Financial Advisor with an investment/trust/estate planning focus in Weaverville, CA. The role emphasizes delivering advisory solutions, educating members, and building long-term relationships through branch, phone, and digital channels.

Qualified candidates will have 2+ years in investment/trust roles, life insurance licensing, and investment licensing (SIE/6/63/65 or SIE/7/66). A CFP or similar designation is preferred, with strong communication and teamwork required.

Qualifications

• 2+ years in Insurance, Investment or Trust roles with advisory capacity.
• Currently licensed in life insurance and investments (SIE/6/63/65 or SIE/7/66).
• CFP or similar designation preferred; licenses must be maintained.
• Ability to discuss financial planning topics and provide holistic guidance.

Responsibilities

• Direct financial advising to meet members' goals across advisory solutions.
• Proactively identify suitable financial products within a member's plan.
• Develop ongoing member relationships via multiple delivery channels.
• Navigate SECU systems and comply with MISP and security controls.
• Collaborate with colleagues and train others to improve referrals and service.

Skills

Financial advisory

Client relationship management

Communication

Regulatory compliance

Education

Bachelor’s degree in finance or related field

CFP designation or similar (preferred)

Tools

Life insurance software

NetX 360

Envestnet

Job description

SECU is seeking a Financial Advisor with an investment/trust/estate planning focus in Weaverville, CA. The role emphasizes delivering advisory solutions, educating members, and building long-term relationships through branch, phone, and digital channels.

Qualified candidates will have 2+ years in investment/trust roles, life insurance licensing, and investment licensing (SIE/6/63/65 or SIE/7/66). A CFP or similar designation is preferred, with strong communication and teamwork required.