Holistic Financial Advisor: Investments & Trust Planning

SECU; Lumberton (NC); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

SECU is seeking a Financial Advisor with an investment/trust/estate planning focus to deliver proactive advisory solutions to members. You will assist with life insurance, investments, trust services, and retirement planning across branch, phone, and digital channels.

You will build ongoing member relationships, educate clients, and collaborate with teams to ensure tailored plans that meet evolving financial goals. Licensing and compliance are essential as you grow advisory capacity.

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 fully licensed in Investments (SIE/6/63/65 OR SIE/7/66) OR hold ATFA designation
• Ability to act in advisory capacity and discuss financial planning topics with members
• Strong independent work and team collaboration
• Excellent communication and English proficiency
• Willing to work extra hours and adapt to schedule changes
• Travel for training may be required

Responsabilités

• Direct Financial Advising – Financial Product Delivery and Technology Proficiency
• Interacts with members in advisory capacity to identify suitable financial products for their overall financial plan
• Develops ongoing relationships through frequent communication and education across multiple delivery channels
• Uses SECU technology, marketing campaigns, lead platforms, referrals, and branch visits to meet activity benchmarks
• Works independently to achieve productivity levels with limited oversight
• Interacts with other departments to facilitate member requests
• Maintains KPI and call quality standards
• Demonstrates knowledge of CXOne platform and related skill sets
• Maintains professional demeanor and positive attitude toward members and teammates

Connaissances

Financial Advisory

Member Services

Investment Planning

Life Insurance

Estate Planning

Trust Services

Formation

Bachelor’s degree in finance or related field

CFP designation

Outils

NetX 360

Envestnet

CXOne

Description du poste

SECU is seeking a Financial Advisor with an investment/trust/estate planning focus to deliver proactive advisory solutions to members. You will assist with life insurance, investments, trust services, and retirement planning across branch, phone, and digital channels.

You will build ongoing member relationships, educate clients, and collaborate with teams to ensure tailored plans that meet evolving financial goals. Licensing and compliance are essential as you grow advisory capacity.