Financial Advisor: Investments, Trust & Estate Planning

SECU; Fayetteville (NC); On-site; USD 55,000 - 95,000; Full time

Job summary

SECU seeks a Financial Advisor focused on investments, trust services, estate planning, and retirement planning to serve members across branch, phone, and digital channels. You will deliver advisory solutions, build ongoing relationships, and navigate SECU systems and life insurance software to meet members’ financial goals.

A proactive, independent mindset with 2+ years in Insurance/Investment/Trust roles, required licenses, and willingness to travel for training are essential.

Qualifications

• 2+ years of experience as an Insurance, Investment or Trust Representative or similar position.
• Must have life insurance license or obtain within 2 months of hire.
• Must be fully licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR hold ATFA designation.
• Must maintain all required licenses and satisfy CE requirements.
• Able to act in an advisory capacity with holistic guidance.

Responsibilities

• Direct Financial Advising – deliver advisory solutions via multiple channels.
• Build ongoing member relationships through education and communication.
• Navigate SECU systems and software to meet member financial goals.
• Collaborate with other departments to fulfill member requests.
• Maintain KPI performance and professional standards.

Education

Bachelor’s degree with preferred fields in financial planning, finance, wealth management, math or related field

Tools

NetX 360

Envestnet

Life insurance software

Job description

SECU seeks a Financial Advisor focused on investments, trust services, estate planning, and retirement planning to serve members across branch, phone, and digital channels. You will deliver advisory solutions, build ongoing relationships, and navigate SECU systems and life insurance software to meet members’ financial goals.

A proactive, independent mindset with 2+ years in Insurance/Investment/Trust roles, required licenses, and willingness to travel for training are essential.