Financial Advisor

Responsibilities

• 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 experienced 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.

• Bachelor's degree with preferred fields being in 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.
• 2+ years of experience as an Insurance, Investment or Trust Representative or a similar position.
• 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.
• Excellent written and verbal communication skills.
• Ability to quickly adapt to changes in daily work based on immediate needs.