Financial Advisor

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

• Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed to meet the members’ financial goals, objectives, and needs.
• Interacts with members in an advisory capacity, more proactively helping them to identify suitable financial products to fit their overall financial plan.
• Develops on-going relationships with members through frequent communication and education, utilizing multiple delivery channels to ensure recommended solutions remain suitable to meet their changing financial needs.
• Coordinates and engages other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• Provides support and guidance to newer/less experiences FAS Specialists
• Helps train member-facing employees on financial advisory services to help facilitate quality referrals.

• Utilizes SECU technology, marketing campaigns, lead platforms, referrals, and member branch visits to achieve daily activity levels that align with productivity benchmarks as communicated by management.
• Works independently and successfully achieves expected activity productivity levels as defined by management with limited need for guidance and oversight.

• Frequently communicates with management about activities and results within assigned area.
• Actively looks for ways to improve the overall process of the delivery of financial advisory services and relays suggestions to management.
• Consistently demonstrates a strong understanding and effectively be able to navigate SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future.
• Comply with all Credit Union policies and regulatory requirements.
• Ensure all member information remains confidential and members’ accounts are accessed for business purposes only.
• Follow all security and control procedures.
• Consistently greets and assists members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication.
• Demonstrated willingness to actively work with management team to strengthen proficiency in member service delivery.
• Ensure that proper identification of members is taking place and all actions are compliant with SECU’s Member Information Security Procedure (MISP).
• Willing to assist in other areas of the operation as needed.
• Professionally interact with other departments to facilitate member requests.
• Consistently maintains acceptable performance level based on Key Performance Indicators (KPI’s) and achieves and maintains standards as directed by management.
• Regular attendance and punctuality are mandatory.
• Soft skills and call quality consistently maintained at an acceptable level.
• Specialists in the FAS Contact Center will consistently demonstrate a strong understanding of CXOne platform and Will be available in member facing skill sets as determined by management.
• Consistently demonstrates current and comprehensive knowledge of credit union products and services and regularly provides quality referrals.
• Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
• Complete all required quarterly training courses, continuing education & other training assigned by management.

• Must have four-year degree with preferred fields being in the areas of financial planning, finance, wealth management, math or a related field. An additional 2 years of experience acting as a licensed Investment or Trust Representative or related position may be considered in lieu of degree requirement.
• 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 have 2+ years of experience as an Insurance, Investment or Trust Representative or a similar position.
• Certified Financial Planner or similar designation a plus

• Must be comfortable acting in an advisory capacity with the…