Financial Advisor

SECU

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

Posted 11/12/2026full-timeStatesville • 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, investments, and retirement planning, while maintaining compliance with regulatory requirements. Excels in member relationship management through effective communication, education, and collaboration.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningTrust ServicesKPI ManagementProductivity BenchmarkingHolistic Financial GuidanceContinuing EducationConfidentiality MaintenanceMultitaskingOrganizational Skills

Soft Skills

Communication SkillsProblem-SolvingJudgmentSelf-MotivationTrust-Building

Tools & Technologies

SECU TechnologyLife Insurance SoftwareNetX 360EnvestnetCXOne

Certifications & Qualifications

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

Industry Keywords

Credit UnionFinancial ServicesMember ServiceFinancial ProductsRegulatory Compliance

About the role

Key responsibilities & impact

Provide exemplary member service through branch, telephone, and digital delivery channels
Deliver financial advisory solutions including life insurance, investments, trust services, estate planning, and retirement planning
Help members identify, obtain, and maintain suitable financial products aligned with their goals and 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
Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, CXOne, and future systems
Maintain KPI, activity, soft-skill, call-quality, and performance standards
Collaborate with departments and team members on complex member scenarios
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
Recommend improvements to financial advisory service delivery processes
Maintain knowledge of credit union products and services and provide quality referrals
Protect member information and comply with SECU policies, security procedures, and regulatory requirements
Complete quarterly training, continuing education, and other assigned training
Travel to off-site premises or training locations as required

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 planning 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 with strong interpersonal and trust-building abilities
Strong multitasking and organizational skills; ability to adapt to changing daily work
Ability to maintain strict confidentiality of member account information
Ability to work additional hours when necessary
Must adhere to the manager-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
Ability to comprehend and carry out verbal and written instructions
Ability to lift 5 pounds

Benefits

Comp & perks

Full-time employment
Equal employment opportunity
Training and continuing education opportunities
Travel for training may be required