Financial Advisor: Investments, Trust & Retirement Planning

SECU; Elizabethtown (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

SECU is seeking a Financial Advisor with a focus on investment, trust and estate planning to deliver advisory solutions across life insurance, investments, and retirement planning. The role emphasizes proactive member engagement via branch, phone, and digital channels, leveraging SECU systems and marketing to meet financial goals.

Ideal candidates have 2+ years in financial services, required licenses in life insurance and investments, and the ability to work independently and as part of a team.

Qualifications

• 2+ years of experience in Insurance, Investment or Trust roles.
• Must have life insurance license or obtain within 2 months of hire.
• Must be licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR hold ATFA designation.
• Maintains required licenses and completes continuing education.
• Willingness to advise and communicate with members on financial planning topics.

Responsibilities

• Direct financial advising and product delivery across life insurance, investments, trusts and estate planning.
• Collaborate with team members to handle complex member scenarios and referrals.
• Maintain compliance with MISP and credit union policies; protect member information.

Skills

Financial advisory

Client relationship

Financial planning

Regulatory compliance

Education

Bachelor's degree (preferred)

Tools

NetX 360

Envestnet

CXOne

Job description

SECU is seeking a Financial Advisor with a focus on investment, trust and estate planning to deliver advisory solutions across life insurance, investments, and retirement planning. The role emphasizes proactive member engagement via branch, phone, and digital channels, leveraging SECU systems and marketing to meet financial goals.

Ideal candidates have 2+ years in financial services, required licenses in life insurance and investments, and the ability to work independently and as part of a team.