Financial Advisor

• Provide financial advisory solutions involving life insurance, investments, trust services, estate planning, and retirement planning

• Help members understand, obtain, and maintain financial products aligned with their goals and needs

• Interact proactively with members to identify suitable products for their overall financial plans

• Develop ongoing member relationships through frequent communication and education across branch, telephone, and digital channels

• Utilize SECU technology, marketing campaigns, lead platforms, referrals, and branch visits to meet productivity benchmarks

• Work independently to achieve activity and performance standards with limited guidance

• Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, CXOne, and future systems

• Facilitate member requests with other departments

• Maintain KPIs, soft-skill standards, and call quality

• Coordinate with team members on complex scenarios and holistic member needs

• 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

• Improve financial advisory service delivery processes and relay suggestions to management

• Assist in other operational areas as needed

• Maintain knowledge of credit union products and services and provide quality referrals

• Ensure member identification, information security, confidentiality, and compliance with policies and regulatory requirements

• Complete quarterly training, continuing education, and assigned training

• Travel to off-site premises or for training when required

Requirements

• 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 after obtaining them and satisfy all continuing education requirements
• Comfortable acting in an advisory capacity with the ability to have informed conversations with members on various financial planning topics and provide holistic guidance
• Demonstrated ability to work independently and as part of a team
• Demonstrates excellent critical thinking skills, problem-solving skills, and good judgment
• Excellent written and verbal communication skills
• Ability to speak English fluently
• Self-motivated
• Aptitude for meeting people and developing confidence, respect, and trust of members and co-workers
• Ability to quickly adapt to changes in daily work based on immediate needs
• Strong multi-tasking and organizational skills
• Must 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
• Office setting with physical proximity to other employees
• Must comprehend and carry out verbal and written instructions
• Must be able to lift 5 pounds
• Preferred:
  Bachelor’s degree in financial planning, finance, wealth management, math, or a related field
• Preferred:
  Certified Financial Planner™ or similar designation
• Preferred:
  Experience in the credit union or financial services industry

Core Competencies

Demonstrates expertise in financial advisory solutions, including life insurance, investments, and estate planning, while maintaining compliance with regulatory requirements. Proven ability to build member relationships through effective communication and education across various channels.

Highest-signal resume keywords

• Life Insurance License
• Investment Licenses (SIE/6/63/65 OR SIE/7/66)
• Financial Advisory Solutions
• Excellent Communication Skills
• Critical Thinking and Problem-Solving

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Estate Planning
• Trust Services
• Retirement Planning
• KPI Maintenance
• Operational Systems Navigation
• Life Insurance Software
• NetX 360
• Envestnet
• CXOne

Soft Skills

• Self-Motivated
• Organizational Skills
• Multi-Tasking
• Interpersonal Skills
• Adaptability

Certifications & Qualifications

• Life Insurance License
• Investment Licenses (SIE/6/63/65 OR SIE/7/66)
• ATFA Designation
• Certified Financial Planner™

Industry Keywords

• Credit Union
• Financial Services
• Compliance
• Member Identification
• Confidentiality

Tools & Technologies

• SECU Technology
• Lead Platforms
• Marketing Campaigns
• Branch Visits
• Digital Communication Channels