Financial Advisor

State Employees Credit Union of NC

Life insurance license or obtain within 2 months
Investment licenses (sie/6/63/65 or sie/7/66) or atfa designation
Minimum 2 years experience as insurance, investment or trust representative
The role involves helping members understand, obtain, and maintain financial advisory solutions to meet their specific goals and needs

Job Summary

  • The role involves helping members understand, obtain, and maintain financial advisory solutions to meet their specific goals and needs.
  • Candidates must be fully licensed in investments or hold the ATFA designation and possess a life insurance license upon hire.
  • The position requires utilizing SECU technology and marketing campaigns to achieve daily activity levels aligned with productivity benchmarks.

Matching Summary

The role involves helping members understand, obtain, and maintain financial advisory solutions to meet their specific goals and needs.

Skills & Requirements

Must-have

  • Life insurance license or obtain within 2 months
  • Investment licenses (SIE/6/63/65 OR SIE/7/66) or ATFA designation
  • Minimum 2 years experience as Insurance, Investment or Trust Representative
  • Proficiency with NetX 360, Envestnet, and CXOne platforms
  • Ability to work independently and meet productivity benchmarks

Nice-to-have

  • Certified Financial Planner designation
  • Experience in credit union or financial services industry
  • Strong critical thinking and problem-solving skills
  • Willingness to assist in other operational areas
  • Positive attitude toward members and teammates

Key Requirements

  • Four-year degree in finance, wealth management, math, or related field
  • Valid driver's license and possession of a vehicle
  • Must complete required quarterly training and continuing education courses
  • Adherence to all Credit Union policies and regulatory requirements
  • Fluency in English and ability to speak clearly with members

Work Rights

Not specified

Tailored Resume

Cover Letter