Financial Advisor

SECU

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

Posted 10/8/2026full-timeAsheville • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial advisory solutions, including life insurance, investment, and retirement planning, while maintaining compliance with regulatory requirements. Capable of building strong member relationships through effective communication and education.

Highest-signal resume keywords

Life Insurance LicenseInvestment Licenses (SIE/6/63/65 OR SIE/7/66)Financial Advisory ServicesCritical ThinkingMember Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningTrust ServicesRetirement PlanningCompliance StandardsKPI ManagementProblem-SolvingInformation SecurityOperational Systems NavigationContinuing Education

Soft Skills

Communication SkillsSelf-MotivationTeam CollaborationAdaptabilityConfidentiality

Tools & Technologies

SECU TechnologyNetX 360EnvestnetCXOneLead Platforms

Certifications & Qualifications

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

Industry Keywords

Credit UnionFinancial ServicesMember ServiceHolistic Financial GuidanceFinancial Products

About the role

Key responsibilities & impact

Provide exemplary member service and deliver financial advisory solutions through branch, telephone, and digital channels
Help members understand, obtain, and maintain life insurance, investment, trust, estate planning, and retirement planning solutions
Proactively identify suitable financial products aligned with members’ overall financial plans
Develop ongoing member relationships through communication and education
Use SECU technology, marketing campaigns, lead platforms, referrals, and branch visits to meet productivity benchmarks
Work independently and achieve activity levels with limited guidance
Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, CXOne, and new systems
Interact professionally with other departments to facilitate member requests
Maintain KPI, soft-skill, call-quality, compliance, and performance standards
Coordinate with team members on complex scenarios and holistic member needs
Support and guide newer or less experienced team members
Train member-facing employees on financial advisory services and 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
Ensure member identification, information security, confidentiality, and account-access procedures are followed
Comply with credit union policies, regulatory requirements, and security controls
Complete required quarterly training, continuing education, and assigned training

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 and satisfy continuing education requirements
Comfortable acting in an advisory capacity and providing holistic financial guidance
Ability to work independently and as part of a team
Excellent critical thinking, problem-solving, judgment, written communication, and verbal communication skills
Ability to speak English fluently
Self-motivated
Ability to develop confidence, respect, and trust of members and co-workers
Ability to adapt quickly, multitask, and organize work
Ability to maintain strict confidentiality of member account information
Ability to work additional hours when necessary
Must adhere to established work schedule and attendance policy
Must possess a vehicle and valid driver’s license
Preferred: Bachelor’s degree in financial planning, finance, wealth management, math, or related field
Preferred: Certified Financial Planner™ or similar designation
Preferred: Experience in the credit union or financial services industry
Must comprehend and carry out verbal and written instructions
Must be able to lift 5 pounds

Benefits

Comp & perks

Equal employment opportunity regardless of protected characteristics
Continuing education and other training assigned by management
Travel for training may be required