Financial Advisor

SECU

. Provide exemplary member service and financial advisory solutions through branch, telephone, and digital delivery channels .

Posted 9/15/2026full-timeGarner • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including life insurance, investments, and estate planning, while maintaining compliance with regulatory requirements. Strong communication and relationship-building skills are essential for advising members and enhancing service delivery.

Highest-signal resume keywords

Life Insurance LicenseInvestment Licenses (SIE/6/63/65 OR SIE/7/66)Financial Advisory ServicesCritical ThinkingExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningTrust ServicesKPI ManagementOperational Systems Navigation

Soft Skills

Problem-SolvingSelf-MotivatedAdaptableOrganizedTeam Collaboration

Tools & Technologies

SECU TechnologyLife Insurance SoftwareNetX 360EnvestnetCXOne

Certifications & Qualifications

Life Insurance LicenseInvestment Licenses (SIE/6/63/65 OR SIE/7/66)ATFA Designation

Industry Keywords

Member ServiceFinancial ProductsRegulatory RequirementsContinuing EducationCredit Union Policies

About the role

Key responsibilities & impact

Provide exemplary member service and financial advisory solutions through branch, telephone, and digital delivery channels
Advise members on life insurance, investments, trust services, estate planning, and retirement planning
Help members identify suitable financial products aligned with their financial plans, goals, and needs
Develop ongoing member relationships through communication and education
Use SECU technology, marketing campaigns, lead platforms, referrals, and branch visits to meet productivity benchmarks
Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, CXOne, and future systems
Maintain KPI, activity, soft-skill, call-quality, and member-facing service standards
Collaborate with team members on complex scenarios and provide guidance to newer employees
Train member-facing employees on financial advisory services and quality referrals
Communicate activities and results to management
Improve financial advisory service delivery processes and relay suggestions to management
Assist in other operational areas as needed
Complete quarterly training, continuing education, and management-assigned training
Follow credit union policies, regulatory requirements, security procedures, and member confidentiality requirements

Requirements

What you’ll need

2+ years of experience as an Insurance, Investment or Trust Representative or in a similar position
Must have a life insurance license or obtain it 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 maintain all required licenses and satisfy continuing education requirements
Comfortable acting in an advisory capacity and discussing financial planning topics with members
Ability to work independently and as part of a team
Critical thinking, problem-solving, and good judgment skills
Excellent written and verbal communication skills
Ability to speak English fluently
Self-motivated, adaptable, organized, and able to multitask
Ability to maintain confidentiality of member account information
Ability to work additional hours when necessary
Must adhere to the manager-established work schedule and attendance policy
Travel for training may be required
Must possess a vehicle and valid driver’s license
Must be able to lift 5 pounds
Must be able to comprehend and carry out verbal and written instructions

Benefits

Comp & perks

Full-time remote position
Schedule: 10:00AM–7:00PM, Monday through Friday
Shifts require working some holidays