Member-Focused Financial Advisory Support Specialist

SECU; Fayetteville (NC); Presencial; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

SECU is seeking a Financial Advisory Services (FAS) Representative to support the Financial Advisor team and enhance client engagement with FAS products. You will handle non-licensing activities, coordinate with advisors, and ensure timely connection to qualified FAS staff.

The role involves cross-selling opportunities, training branch staff, and assisting with account documentation and scheduling. Strong communication and confidentiality are essential.

Formación

• High School Degree or GED required.
• Hold a current life insurance license or willingness to obtain.
• Demonstrate excellent written and verbal communication skills.
• Proficiency in all Microsoft Office applications.
• Aptitude for meeting people and building member trust.

Responsabilidades

• Supports Activities for the Financial Advisor Team.
• Promotes cross-selling opportunities with FAS products.
• Handles non-licensing tasks to free up advisors’ time.
• Executes annual review calls and prepares accounts (non-licensing).
• Liaisons between Financial Advisors and back-office operations.
• Supports Estate Planning calendar with Trust Representatives.

Conocimientos

Communication skills

Microsoft Office

People skills

Multi-tasking

Adaptability

Confidentiality

English fluency

Educación

High School Diploma or GED

Life insurance license (or willingness to obtain)

Credit union experience (preferred)

Herramientas

NetX 360

Envestnet

Microsoft Office Suite

Descripción del empleo

SECU is seeking a Financial Advisory Services (FAS) Representative to support the Financial Advisor team and enhance client engagement with FAS products. You will handle non-licensing activities, coordinate with advisors, and ensure timely connection to qualified FAS staff.

The role involves cross-selling opportunities, training branch staff, and assisting with account documentation and scheduling. Strong communication and confidentiality are essential.