Remote Financial Advisor – Investments & Estate Planning

State Employees' Credit Union; Garner (NC); Hybrid; USD 70,000 - 110,000; Full time

Job summary

State Employees' Credit Union is seeking a Financial Advisor with an emphasis on investments, life insurance, trust services, estate planning and retirement planning. The role is full-time and remote, with on-site training as determined by management.

Schedule 10:00AM – 7:00PM, Monday through Friday, with some holidays. The candidate will advise members, build ongoing relationships, and leverage SECU technology and platforms to propose suitable advisory solutions while maintaining high standards

Qualifications

• 2+ years of experience as an Insurance, Investment or Trust Representative or a similar position.
• 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 the ATFA designation.
• Bachelor’s degree preferred in financial planning, finance, wealth management, math or related field.

Responsibilities

• Direct financial advising to meet members’ financial goals and needs.
• Develop ongoing member relationships through communication and education across multiple channels.
• Navigate SECU systems and tools (NetX 360, Envestnet) to deliver advisory solutions.
• Collaborate with other departments to fulfill member requests and deliver referrals.
• Maintain compliance with security, privacy, and regulatory requirements.

Skills

Communication skills

Multitasking

Problem-solving

Critical thinking

English fluency

Self-motivated

Education

Life insurance license

Investment license (SIE/6/63/65 OR SIE/7/66)

Bachelor’s degree (preferred)

Certified Financial Planner designation (preferred)

Tools

NetX 360

Envestnet

CXOne platform

Job description

State Employees' Credit Union is seeking a Financial Advisor with an emphasis on investments, life insurance, trust services, estate planning and retirement planning. The role is full-time and remote, with on-site training as determined by management.

Schedule 10:00AM – 7:00PM, Monday through Friday, with some holidays. The candidate will advise members, build ongoing relationships, and leverage SECU technology and platforms to propose suitable advisory solutions while maintaining high standards