Financial Advisor: Wealth Planning & Investments

State Employees' Credit Union; Elizabethtown (KY); On-site; USD 60,000 - 95,000; Full time

Job summary

State Employees' Credit Union in Elizabethtown, KY is seeking a Financial Advisor focused on investment, trust and estate planning to provide exemplary member service and deliver tailored financial solutions across life insurance, investments, and retirement planning via branch, phone, or digital channels.

The role requires knowledge of SECU systems such as NetX 360 and Envestnet, a life insurance license (or ability to obtain), and a proactive advisory approach with strong communication and

Qualifications

• 2+ years of experience in Insurance, Investment or Trust roles.
• Life insurance license or obtain within 2 months of hire.
• Licensed in Investments (SIE/6/63/65 or SIE/7/66) OR ATFA designation.
• Ability to advise and discuss financial planning topics with members.
• Excellent communication and self-motivation.
• Willing to travel for training; must possess vehicle.

Responsibilities

• Direct financial advising—deliver financial products and technology-enabled solutions to meet member goals.
• Develop ongoing relationships through frequent communication and education across channels.
• Provide quality referrals and collaborate with other departments for member requests.

Skills

Financial advisory

Customer service

Communication

Problem solving

Education

Bachelor's degree

Tools

NetX 360

Envestnet

Job description

State Employees' Credit Union in Elizabethtown, KY is seeking a Financial Advisor focused on investment, trust and estate planning to provide exemplary member service and deliver tailored financial solutions across life insurance, investments, and retirement planning via branch, phone, or digital channels.

The role requires knowledge of SECU systems such as NetX 360 and Envestnet, a life insurance license (or ability to obtain), and a proactive advisory approach with strong communication and