Financial Advisor - Investment & Wealth Planning

SECU; Whiteville (NC); On-site; USD 60,000 - 95,000; Full time

Job summary

State Employees' Credit Union in North Carolina seeks a Financial Advisor focused on investments, trust and estate planning. You will deliver advisory solutions via branch, phone, or digital channels to help members achieve their financial goals.

You will build ongoing relationships, stay compliant with MISP, and pursue required licenses while collaborating with other teams to optimize member outcomes.

Qualifications

• 2+ years in Insurance, Investment or Trust roles.
• Life insurance license or ability to obtain within 2 months.
• Licensed in Investments (SIE/6/63/65 or SIE/7/66) or ATFA designation.
• Strong advisory conversation skills and compliance with MISP.

Responsibilities

• Direct financial advising to meet member goals with advisory solutions.
• Develop ongoing member relationships through education and multi-channel outreach.
• Collaborate with internal teams to deliver quality referrals and service.
• Maintain knowledge of products, processes, and KPI standards.

Skills

Financial advisory

Client communication

Relationship building

Team collaboration

Multi-tasking

Education

Bachelor's in finance or related

CFP or similar designation

Tools

NetX 360

Envestnet

Life insurance software

Job description

State Employees' Credit Union in North Carolina seeks a Financial Advisor focused on investments, trust and estate planning. You will deliver advisory solutions via branch, phone, or digital channels to help members achieve their financial goals.

You will build ongoing relationships, stay compliant with MISP, and pursue required licenses while collaborating with other teams to optimize member outcomes.