Entry-Level Financial Planning Assistant | Hybrid
Listed on 2026-10-11
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Finance & Banking
Finance Assistant
SECU is seeking a Financial Planning Associate in Raleigh, NC. This entry-level role provides administrative, analytical, and workflow support to Financial Advisors within Credit Union Investment Services, offering mentorship and hands-on experience with financial planning software.
You will input client data, assist in drafting preliminary strategies, generate reports, and help coordinate training and communications within the department.
This opportunity is for the Entry-Level Financial Planning Assistant | Hybrid role at SECU.
Join us at SECU as our next Entry-Level Financial Planning Assistant | Hybrid in Raleigh, NC, United States.
We are currently recruiting a Entry-Level Financial Planning Assistant | Hybrid for our team in Raleigh, NC, United States.
This is a great position to take on the Entry-Level Financial Planning Assistant | Hybrid role at SECU.
As a Entry-Level Financial Planning Assistant | Hybrid, you will play an important part at SECU in Raleigh, NC, United States.
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