Financial Advisor - Investments, Trust & Estate Planning

SECU; Zebulon (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

SECU seeks a Financial Advisor focused on investments, trusts, and estate planning to deliver advisory solutions to members through branch, phone, and digital channels. You will leverage life insurance, investments, and retirement planning to fit members’ overall plans.

You will collaborate across departments, maintain high CX standards, and grow proficiency with SECU technologies and compliance requirements in a fast-paced environment.

Qualifications

• 2+ years of experience in Insurance, Investment or Trust roles.
• Life insurance license or obtain within 2 months of hire.
• Fully licensed in Investments (SIE/6/63/65 or SIE/7/66) or ATFA designation.
• Maintain licenses with continuing education.

Responsibilities

• Provide advisory services to members to meet financial goals.
• Identify suitable financial products to fit members’ plans.
• Build relationships through ongoing communication and education across channels.
• Navigate SECU systems and related tools to deliver solutions.

Skills

Advisory capabilities

Excellent communication

Self-motivated

Multi-tasking

Team collaboration

Education

Bachelor’s degree in financial planning or related field

Certified Financial Planner

Tools

NetX 360

Envestnet

Job description

SECU seeks a Financial Advisor focused on investments, trusts, and estate planning to deliver advisory solutions to members through branch, phone, and digital channels. You will leverage life insurance, investments, and retirement planning to fit members’ overall plans.

You will collaborate across departments, maintain high CX standards, and grow proficiency with SECU technologies and compliance requirements in a fast-paced environment.