Proactive Financial Advisor: Investments & Estate Planning

State Employees' Credit Union; Mount Holly (NC); On-site; USD 55,000 - 90,000; Full time

Job summary

State Employees' Credit Union in North Carolina invites a Financial Advisor focused on investments, trust and estate planning to join our team. The role delivers advisory solutions across life insurance, investments, trust services, and retirement planning through branch, phone, and digital channels.

Candidates should have 2+ years in insurance/investment/trust roles, hold a life license or obtain within 2 months, and be fully licensed in investments or hold ATFA.

Qualifications

• Requires 2+ years in Insurance/Investment/Trust roles; life license or obtain within 2 months.
• Need valid investments licenses (SIE/6/63/65 or SIE/7/66) or ATFA designation.
• Advisory capability with holistic financial planning guidance.
• Strong independence and teamwork; excellent communication.
• English fluency; strong judgment and problem solving.

Responsibilities

• Direct financial advising to meet members' goals through advisory solutions.
• Develop ongoing member relationships via multi-channel communication.
• Collaborate with other departments to fulfill member requests.
• Meet KPI productivity benchmarks and maintain call quality.
• Train and mentor newer team members on advisory services.
• Stay compliant with MISP and protect member information.

Skills

Communication skills

English fluency

Self-motivated

Teamwork

Multitasking

Critical thinking

Education

Bachelor's degree in finance/related field

CFP or similar designation

Tools

Life insurance software

NetX 360

Envestnet

CXOne platform

Job description

State Employees' Credit Union in North Carolina invites a Financial Advisor focused on investments, trust and estate planning to join our team. The role delivers advisory solutions across life insurance, investments, trust services, and retirement planning through branch, phone, and digital channels.

Candidates should have 2+ years in insurance/investment/trust roles, hold a life license or obtain within 2 months, and be fully licensed in investments or hold ATFA.