Financial Advisor, Wealth & Estate Planning

SECU

Hayesville (NC)

On-site

USD 65,000 - 95,000

Full time

9 days ago

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

SECU is seeking a Financial Advisor focused on investment, trust, and estate planning to provide exemplary member service. The role emphasizes proactive advisory activity, cross‑department collaboration, and mastery of SECU platforms like NetX 360 and Envestnet.

The ideal candidate will have 2+ years in insurance/investment roles, hold the required licenses, and demonstrate strong communication and planning skills to guide members toward holistic financial plans.

Qualifications

Minimum 2+ years in Insurance, Investment or Trust roles.
Life insurance license required within 2 months of hire.
Investments license (SIE/6/63/65 or SIE/7/66) or ATFA designation.
Maintain licenses and complete continuing education requirements.
Able to advise on financial planning topics and provide holistic guidance.

Responsibilities

Direct financial advising and product delivery across life insurance, investments, and trust services.
Develop ongoing member relationships with proactive communication and education.
Collaborate with team and other departments to fulfill member requests and improve service delivery.
Maintain knowledge of SECU systems and compliance with MISP and regulatory requirements.