Holistic Financial Advisor - Investments & Estate Planning

State Employees' Credit Union; Oregon (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

State Employees' Credit Union is seeking a Financial Advisor focused on investment, trust, and estate planning to deliver exemplary member service. You will advise on life insurance, investments, and retirement planning through branch, phone, and digital channels, building ongoing relationships with members.

The role requires knowledge of SECU systems such as NetX 360 and Envestnet, plus strong communication, compliance with MISP, and the ability to work independently while collaborating with

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.
• Ability to have informed conversations on financial planning topics.
• Strong written and verbal communication and independence.

Responsibilities

• Direct Financial Advising – deliver advisory solutions to meet members’ financial goals and needs.
• Develop ongoing relationships through frequent communication and education across channels.
• Collaborate with management and other departments to facilitate member requests.
• Maintain familiarity with SECU systems, life insurance software, NetX 360, Envestnet, and CXOne.
• Ensure compliance with policies and regulatory requirements; complete required trainings.

Skills

Communication

Critical thinking

Problem solving

Multitasking

Teamwork

English fluency

Education

Bachelor's degree in finance

Certified Financial Planner or similar designation

Tools

NetX 360

Envestnet

CXOne

Job description

State Employees' Credit Union is seeking a Financial Advisor focused on investment, trust, and estate planning to deliver exemplary member service. You will advise on life insurance, investments, and retirement planning through branch, phone, and digital channels, building ongoing relationships with members.

The role requires knowledge of SECU systems such as NetX 360 and Envestnet, plus strong communication, compliance with MISP, and the ability to work independently while collaborating with