Financial Advisory Services Representative

SECU

. Support Financial Advisor team activities, including client servicing, cross-selling, referrals, annual review calls, account processing and maintenance, appointment scheduling, and pre-meeting preparation .

Posted 11/3/2026full-timeWadesboro • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client servicing capabilities, effective communication skills, and proficiency in financial advisory processes. Holds a life insurance license and is adept at navigating operational systems while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client ServicingLife Insurance LicenseMicrosoft Office ProficiencyMulti-Tasking SkillsFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account ProcessingCross-Selling Financial ProductsAppointment SchedulingEstate Planning AssistanceDocument Preparation and Submission

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsAdaptabilityDiscretion and Confidentiality

Tools & Technologies

SECU Operational SystemsLife Insurance SoftwareNetX 360Envestnet

Certifications & Qualifications

Life Insurance LicenseHigh School Degree or GED

Industry Keywords

Credit UnionFinancial Advisory ServicesRegulatory ComplianceMember TrustCommunity Involvement

About the role

Key responsibilities & impact

Support Financial Advisor team activities, including client servicing, cross-selling, referrals, annual review calls, account processing and maintenance, appointment scheduling, and pre-meeting preparation
Coordinate with Financial Advisors to ensure client needs are met holistically
Promote cross-selling of Financial Advisory Services products with new and existing clients across business lines
Work referrals to connect members promptly with qualified Financial Advisory Services employees
Act as liaison between the Financial Advisor network and back office
Assist Trust Representatives with the Estate Planning calendar and member follow-ups
Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, and future systems
Communicate with the FAS District Manager about activities and results
Deliver FAS solution training to branch staff
Participate in community involvement and promotional events
Prepare and deliver documents to clients for signatures and submit completed account documents for approval
Connect clients with Financial Advisors for follow-up meetings
Comply with Credit Union policies, regulatory requirements, security procedures, and confidentiality requirements
Complete required quarterly training, continuing education, and management-assigned training

Requirements

What you’ll need

High School Degree or GED
Hold a current life insurance license or willingness to obtain
Excellent written and verbal communication skills
Proficiency in all Microsoft Office applications
Aptitude for meeting people, developing member confidence, respect of members and co-workers, and trust of the Credit Union
Ability to quickly adapt to changes in daily work based on immediate needs
Strong multi-tasking and organizational skills
Discretion in performance of duties and strict confidentiality of member account information
Ability to work additional hours when necessary
Ability to speak English fluently
Ability to adhere to the work schedule and attendance policy established by manager
Regional travel required; must possess a vehicle and valid driver’s license
Experience in the credit union or financial services industry preferred
Interest and motivation to obtain additional investment licenses preferred