Member-Focused Financial Advisor: Investments & Planning

ncsecu.org; Zebulon (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

State Employees' Credit Union seeks a Financial Advisor focused on investments, insurance, trusts, and estate planning. You will provide proactive member guidance through branch, phone, and digital channels, using SECU tools to deliver tailored advisory solutions.

The role requires licensing in life insurance and investments, with ongoing education and compliance. Travel for training may be required, and a team-focused, service-driven mindset is essential.

Qualifications

• 2+ years in Insurance, Investment or Trust roles.
• Must have 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.

Responsibilities

• Advises members on financial products to fit their goals.
• Builds ongoing member relationships through regular communication and education.
• Navigate SECU systems and tools to deliver compliant advisory services.
• Collaborates with departments to fulfill member requests and referrals.
• Adheres to security and regulatory policies and completes required training.

Skills

Financial advisory

Investment planning

Communication

Education

Life insurance license

Investment licenses (SIE/6/63/65 or SIE/7/66)

ATFA designation

Tools

NetX 360

Envestnet

Job description

State Employees' Credit Union seeks a Financial Advisor focused on investments, insurance, trusts, and estate planning. You will provide proactive member guidance through branch, phone, and digital channels, using SECU tools to deliver tailored advisory solutions.

The role requires licensing in life insurance and investments, with ongoing education and compliance. Travel for training may be required, and a team-focused, service-driven mindset is essential.