Investment Specialist

State Employees Credit Union of NC

Hybrid
Execute and approve equity fixed income mutual fund trades
Coordinate with relationship management team
Develop training programs for specialists
The role serves as a subject matter expert on investment operations to support the Financial Advisory Service team

Job Summary

  • The role serves as a subject matter expert on investment operations to support the Financial Advisory Service team.
  • The position requires stringent FINRA licensing to execute and approve trades for members across the retail network.
  • SECU offers reimbursement for obtaining the CFP designation if the applicant does not already hold it.

Matching Summary

The role serves as a subject matter expert on investment operations to support the Financial Advisory Service team.

Skills & Requirements

Must-have

  • Execute and approve equity fixed income mutual fund trades
  • Coordinate with relationship management team
  • Develop training programs for specialists

Nice-to-have

  • Strong multi-tasking capability
  • Ability to lead and supervise projects
  • Believes in people helping people philosophy

Key Requirements

  • Four-year bachelor's degree in financial field
  • Series 7/66 licenses required or obtained within three months
  • Series 24 preferred or expected within six months
  • 2+ years of experience or equivalent combination

Work Rights

Not specified

Tailored Resume

Cover Letter