Financial Advisory Support Specialist

SECU; Hamlet (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

SECU is seeking a Financial Advisory Services (FAS) Representative to support the delivery of FAS within the district by servicing existing member relationships and introducing members to FAS products and services. You will help manage non-licensed activities, allowing advisors to focus on client relationships and cross-selling opportunities.

The role involves collaborating with licensed Investment Representatives and Trust Representatives, training branch staff, and traveling regionally if

Qualifications

• Excellent written and verbal communication skills.
• Aptitude for meeting people and building member confidence.
• Strong multi-tasking and organizational abilities.
• Discreet handling of member information and confidentiality.

Responsibilities

• Supports activities for the Financial Advisor Team to meet client needs.
• Promotes cross-selling of FAS products to members and referrals to FAS staff.
• Assist with account paperwork and non-licensed tasks to free advisors for client work.
• Liaises between Financial Advisors and back-office to improve communication.

Skills

Communication

People skills

Multitasking

Office software

Education

High School Degree or GED

Life insurance license (or willingness)

Tools

Microsoft Office

Job description

SECU is seeking a Financial Advisory Services (FAS) Representative to support the delivery of FAS within the district by servicing existing member relationships and introducing members to FAS products and services. You will help manage non-licensed activities, allowing advisors to focus on client relationships and cross-selling opportunities.

The role involves collaborating with licensed Investment Representatives and Trust Representatives, training branch staff, and traveling regionally if