Financial Advisor

SECU

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

Posted 11/3/2026full-timeZebulon • 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 retirement planning, while maintaining compliance with regulatory standards. Strong communication and relationship-building skills are essential for providing exemplary member service and training team members.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Advisory SolutionsLife Insurance SoftwareNetX 360EnvestnetKPI ManagementRegulatory ComplianceEstate PlanningRetirement PlanningTrust ServicesMember Relationship Management

Soft Skills

Problem-Solving SkillsSelf-MotivatedOrganizational SkillsInterpersonal SkillsAdaptability

Tools & Technologies

SECU TechnologyCXOneLead PlatformsMarketing CampaignsOperational Systems

Certifications & Qualifications

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

Industry Keywords

Financial PlanningMember ServiceCredit Union ProductsContinuing EducationConfidentiality

About the role

Key responsibilities & impact

Provide exemplary member service through branch, telephone, and digital delivery channels
Help members understand, obtain, and maintain financial advisory solutions aligned with their financial goals
Advise members on life insurance, investments, trust services, estate planning, and retirement planning
Develop ongoing member relationships through communication and education
Utilize SECU technology, marketing campaigns, lead platforms, referrals, and branch visits to achieve productivity benchmarks
Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, CXOne, and future systems
Maintain KPI, activity, productivity, soft-skill, and call-quality standards
Interact professionally with other departments to facilitate member requests
Coordinate with team members on complex scenarios and provide holistic support
Support and guide newer or less experienced team members
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
Work with mentors and management to strengthen member service proficiency
Provide quality referrals and maintain comprehensive knowledge of credit union products and services
Ensure member identification, confidentiality, information security, and regulatory compliance
Complete quarterly training, continuing education, and other assigned training
Assist in other operational areas as needed

Requirements

What you’ll need

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
Must maintain all required licenses after obtaining them and satisfy all continuing education requirements
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
Demonstrates excellent critical thinking skills, problem-solving skills, and good judgment
Excellent written and verbal communication skills
Ability to speak English fluently
Self-motivated
Aptitude for meeting people, developing confidence, respect, and trust of members and co-workers
Ability to quickly adapt to changes in daily work based on immediate needs
Strong multi-tasking and organizational skills
Be discreet in performance of duties and hold information about member accounts in strict confidence
Ability to work additional hours when necessary to execute responsibilities
Must adhere to the work schedule and attendance policy established by manager
Travel for training may be required
Must possess vehicle and valid driver’s license
Office setting with physical proximity to other employees
Must be able to comprehend and carry out verbal and written instructions
Sits 50%, walk 25%, and stands 25% of the time
Climbing stairs may be necessary in MSS Centers that are housed on more than one floor
Visual acuity is required to complete necessary documentation
Must be able to lift 5 pounds