Investment & Estate Planning Advisor

State Employees' Credit Union; Pembroke (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

State Employees' Credit Union is seeking a Financial Advisor focused on investments, trust, and estate planning. The role emphasizes proactive advisory service, member education, and cross-channel delivery to fit members’ overall financial plans.

Requirements include 2+ years in relevant advisory roles, life insurance licensing within 2 months, and securities licenses or ATFA designation. Strong communication and independent work ethic are essential.

Qualifications

• Ability to provide holistic financial guidance to members.
• Experience engaging members to identify suitable financial products and services.
• Must be able to maintain compliance with SECU policies and regulatory requirements.

Responsibilities

• Direct financial advising and delivery of advisory solutions.
• Develop ongoing member relationships through regular communication and education.
• Collaborate with other departments to fulfill member requests and improve processes.
• Maintain knowledge of credit union products and services and provide quality referrals.

Skills

Advisory capacity

Communication

Independent work

Team collaboration

Education

Bachelor’s degree in financial planning / related field

Certified Financial Planner (CFP) designation

Tools

NetX 360

Envestnet

CXOne

Job description

State Employees' Credit Union is seeking a Financial Advisor focused on investments, trust, and estate planning. The role emphasizes proactive advisory service, member education, and cross-channel delivery to fit members’ overall financial plans.

Requirements include 2+ years in relevant advisory roles, life insurance licensing within 2 months, and securities licenses or ATFA designation. Strong communication and independent work ethic are essential.