Financial Advisor

SECU

Financial Advisor at SECU responsible for delivering financial advisory solutions. Assisting members with investments, insurance, and financial planning through various channels.

Posted 5/28/2026full-timeDenver • Colorado, North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

financial planningwealth managementinvestment advisingtrust representationfinancial advisory solutionsinsurance licensingSIESeries 6Series 63Series 65

Soft Skills

communicationrelationship buildingindependent workteam collaborationadaptabilitytrainingproactive advisingholistic guidanceeducationproblem-solving

Tools & Technologies

SECU technologymarketing campaignslead platformsreferralsmember branch visits

Certifications & Qualifications

life insurance licenseATFA designation

Industry Keywords

financial needsfinancial goalsproductivity benchmarksmember engagementadvisory capacity

About the role

Key responsibilities & impact

Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed to meet the members’ financial goals, objectives, and needs.
Interacts with members in an advisory capacity, more proactively helping them to identify suitable financial products to fit their overall financial plan.
Develops on-going relationships with members through frequent communication and education, utilizing multiple delivery channels to ensure recommended solutions remain suitable to meet their changing financial needs.
Coordinates and engages other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
Provides support and guidance to newer/less experienced FAS Specialists.
Helps train member-facing employees on financial advisory services to help facilitate quality referrals.
Utilizes SECU technology, marketing campaigns, lead platforms, referrals, and member branch visits to achieve daily activity levels that align with productivity benchmarks as communicated by management.
Works independently and successfully achieves expected activity productivity levels as defined by management with limited need for guidance and oversight.
Frequently communicates with management about activities and results within assigned area.

Requirements

What you’ll need

Bachelor's degree with preferred fields being in financial planning, finance, wealth management, math or a related field.
An additional 2 years of experience acting as a licensed Investment or Trust Representative or related position may be considered in lieu of degree requirement.
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.
2+ years of experience as an Insurance, Investment or Trust Representative or a similar position.
Comfortable acting in an advisory capacity with the ability to have informed conversations with members on various financial planning topics and provide holistic guidance.
Demonstrated ability to work independently and as part of a team.
Excellent written and verbal communication skills.
Ability to quickly adapt to changes in daily work based on immediate needs.

Benefits

Comp & perks

Health insurance
Paid time off
Professional development opportunities