Investment & Estate Planning Advisor

State Employees' Credit Union; Oregon; Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

State Employees' Credit Union is seeking a Financial Advisor focused on investment/trust/estate planning to provide exemplary member service and advisory solutions through branch, phone, and digital channels. You will support life insurance, investments, trust services, estate planning and retirement planning within SECU’s advisory framework.

The role emphasizes proactive member conversations, education across delivery channels, and collaboration with multiple departments to tailor comprehensive

Formación

• 2+ years of experience as Insurance, Investment or Trust Representative or similar.
• 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 with holistic guidance.
• Demonstrates strong written and verbal communication skills.
• Must possess valid driver’s license and vehicle.

Responsabilidades

• Direct Financial Advising – deliver advisory solutions to meet members' financial goals.
• Develop ongoing relationships with members through communication and education.
• Collaborate with other departments to facilitate member requests.
• Ensure compliance with MISP and other regulatory requirements.

Conocimientos

Financial advisory

Customer service

Communication

Problem solving

Team collaboration

Educación

Bachelor's degree in financial planning or related field

SIE/6/63/65 OR SIE/7/66 licenses

Life insurance license or within 2 months of hire

Certified Financial Planner (CFP) or similar designation

Herramientas

NetX 360

Envestnet

CXOne platform

Descripción del empleo

State Employees' Credit Union is seeking a Financial Advisor focused on investment/trust/estate planning to provide exemplary member service and advisory solutions through branch, phone, and digital channels. You will support life insurance, investments, trust services, estate planning and retirement planning within SECU’s advisory framework.

The role emphasizes proactive member conversations, education across delivery channels, and collaboration with multiple departments to tailor comprehensive