Financial Advisor — Holistic Planning & Member Impact

ncsecu.org; Wendell (ID); On-site; USD 50,000 - 70,000; Full time

Job summary

State Employees' Credit Union seeks a Financial Advisor to advise members on financial products and to build lasting relationships through proactive guidance and ongoing education. You will use SECU systems and tools to tailor holistic financial plans.

Required are 2+ years in advisory roles, LIFE and investment licenses (or willingness to obtain), and strong communication. Some training travel may be needed and adherence to schedules is essential.

Qualifications

• 2+ years of experience as an Insurance, Investment or Trust Representative or similar position.
• Life insurance license or obtain within 2 months of hire.
• Licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR ATFA designation.
• Maintain all licenses and complete continuing education requirements.
• Excellent written and verbal communication; fluent in English.

Responsibilities

• Proactively advises members on financial products to fit their financial plan.
• Develops ongoing relationships with members through regular communication and education.
• Navigate SECU operational systems and life insurance software to deliver solutions.
• Provide training and guidance to newer team members and collaborate with other departments.
• Meet or exceed KPI targets while maintaining security and confidentiality.

Skills

English fluency

Excellent communication

Independent work

Team collaboration

Client relationship building

Education

Bachelor’s degree (preferred) in finance/related field

Financial services experience

Job description

State Employees' Credit Union seeks a Financial Advisor to advise members on financial products and to build lasting relationships through proactive guidance and ongoing education. You will use SECU systems and tools to tailor holistic financial plans.

Required are 2+ years in advisory roles, LIFE and investment licenses (or willingness to obtain), and strong communication. Some training travel may be needed and adherence to schedules is essential.