Financial Advisor

SECU

Financial Advisor providing exemplary member service and advisory solutions on investments and financial planning. Engage with members through various communication channels at SECU.

Posted 6/5/2026full-timeRolesville • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

The Financial Advisor with an investment focus is responsible for providing exemplary member service....
Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed....
Interacts with members in an advisory capacity....
Develops on-going relationships with members through frequent communication and education....
Coordinates and engages other specialists as needed....
Provides support and guidance to newer/less experiences FAS Specialists....
Helps train member-facing employees on financial advisory services....
Utilizes SECU technology, marketing campaigns, lead platforms, referrals, and member branch visits....
Works independently and successfully achieves expected activity productivity levels....
Frequently communicates with management about activities and results within assigned area....
Actively looks for ways to improve the overall process....
Comply with all Credit Union policies and regulatory requirements....
Consistently greets and assists members in a courteous, professional, and timely manner through all service channels....
Demonstrated willingness to actively work with management team to strengthen proficiency in member service delivery....
Ensure that proper identification of members is taking place....
Professionally interact with other departments to facilitate member requests....
Consistently maintains acceptable performance level based on Key Performance Indicators (KPI’s)....
Complete all required quarterly training courses, continuing education & other training assigned by management.

Requirements

What you’ll need

Must have four-year degree with preferred fields being in the areas of 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.
Must have 2+ years of experience as an Insurance, Investment or Trust Representative or a similar position.
Certified Financial Planner™ or similar designation a plus.
Must be comfortable acting in an advisory capacity with the ability to have informed conversations with members on various financial planning topics and provide holistic guidance.
Some experience in the credit union or financial services industry is preferred.
Must maintain all required licenses after obtaining them and satisfy all continuing education requirements.
Demonstrated ability to work independently and as part of a team.
Demonstrates excellent critical thinking skills, problem-solving skills, and good judgment.
Must demonstrate excellent written and verbal communication skills.
Must be self-motivated.
Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust in Credit Union.
Must be able to quickly adapt to changes in daily work based on immediate needs.
Must have strong multi-tasking and organizational skills.
Be discreet in performance of duties and hold information about member accounts in strict confidence.
Work additional hours when necessary to execute responsibilities.
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must be cordial in all interactions with members and co-workers.
Must be willing to engage in ongoing training and professional development.

Benefits

Comp & perks

Regular attendance and punctuality are mandatory.
Complete all required quarterly training courses, continuing education & other training assigned by management.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningwealth managementinvestment advisoryinsurancetrust representationcritical thinkingproblem-solvingmulti-taskingorganizational skillscommunication

Soft Skills

member servicerelationship buildingteam collaborationself-motivationadaptabilitydiscretioncourtesytrust buildingprofessionalismtraining and development

Certifications

life insurance licenseSIESeries 6Series 63Series 65Series 7Series 66ATFA designationCertified Financial Planner™