Financial Advisor: Investments, Trust & Estate Planning

State Employees' Credit Union; Raleigh (NC); Hybrid; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

State Employees' Credit Union is seeking a Financial Advisor focused on investments, trust and estate planning. The role emphasizes proactive advisory conversations and delivering holistic financial solutions for members through branch, phone, and digital channels.

Candidates should have 2+ years in advisory roles, appropriate licenses, and strong communication skills. The position requires independence, teamwork, and adherence to security protocols; some travel for training may be required.

Qualifikationen

• 2+ years of experience in Insurance, Investment or Trust-related roles.
• Excellent written and verbal communication skills.
• Ability to speak English fluently.
• Strong multi-tasking and organizational skills.
• Discretion in handling member information.

Aufgaben

• Provide advisory financial solutions to members through multiple channels.
• Develop ongoing member relationships via communication and education.
• Navigate SECU systems and deliver FAS solutions with accuracy.
• Meet KPIs and maintain confidentiality in all member interactions.
• Collaborate with team and mentor others to improve service delivery.

Kenntnisse

Communication skills

Fluent English

Multi-tasking

Organizational skills

Problem solving

Team collaboration

Discretion/confidentiality

Self-motivation

Ausbildung

Bachelor’s degree in finance/wealth management

Certified Financial Planner or similar designation

Tools

NetX 360

Envestnet

Life insurance software

Jobbeschreibung

State Employees' Credit Union is seeking a Financial Advisor focused on investments, trust and estate planning. The role emphasizes proactive advisory conversations and delivering holistic financial solutions for members through branch, phone, and digital channels.

Candidates should have 2+ years in advisory roles, appropriate licenses, and strong communication skills. The position requires independence, teamwork, and adherence to security protocols; some travel for training may be required.