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Full-time
bachelor degree, professional certificate
Posted 9d ago
~40 hrs/week
Responsibilities
The Financial Advisor is responsible for providing exemplary member service by delivering solutions in life insurance, investments, trust services, and retirement planning. They must proactively manage member financial plans, achieve productivity benchmarks, and collaborate with team members to ensure holistic service delivery.
Requirements
Candidates must have at least 2 years of experience in insurance, investment, or trust services and hold relevant licenses such as SIE, 6, 63, 65, or 7/66. Excellent communication, critical thinking, and problem-solving skills are required, along with the ability to work independently and maintain confidentiality.
Full job description
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
he Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life insurance, investments, trust services, estate planning and retirement planning, through branch telephone, and/or digital delivery channels. They must be knowledgeable of operational procedures in their platform areas, have shown continual growth in their ability to deliver FAS solutions, and have begun to act in an advisory capacity, more proactively helping members to manage their investments and other financial products to fit their overall plan.
Essential Responsibilities
(65%) Direct Financial Advising – Financial Product Delivery and Technology Proficiency
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.
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.
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.
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.
Soft skills and call quality consistently maintained at an acceptable level.
Financial Advisors 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.
Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
(25%) Collaboration
Coordinate and engage other team members as needed to assist with complex scenarios and ensure members’ needs are met holistically.
Provides support and guidance to newer/less experienced team members.
Help train member-facing employees on financial advisory services to help facilitate quality referrals.
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.
Demonstrated willingness to actively work with management team to strengthen proficiency in member service delivery.
Willing to assist in other areas of the operation as needed.
Actively work with mentor and management team to strengthen proficiency in member service delivery.
Consistently demonstrates current and comprehensive knowledge of credit union products and services and regularly provides quality referrals.
(10 %) Continuing Education and Compliance
Ensure that proper identification of members is taking place and all actions are compliant with SECU’s Member Information Security Procedure (MISP).
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.
Complete all required quarterly training courses, continuing education & other training assigned by management.
Required Education & Experience
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, 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.
Be discreet in performance of duties and hold information about member accounts in strict confidence.
Ability to work additional hours when necessary to execute responsibilities.
Must adhere to the work schedule and attendance policy established by manager.
Travel for training may be required. Must possess vehicle and valid driver’s license.
Preferred Education & Experience
Bachelor’s degree with preferred fields in the areas of financial planning, finance, wealth management, math or a related field.
Certified Financial Planner™ or similar designation
Experience in the credit union or financial services industry
Job Environment & Physical Requirements
Office setting with physical proximity to other employees.
Some background noise from other employees, copy machine, and telephone.
Some aspects of job will be performed at off-site premises.
Must be able to comprehend and carry out verbal and written instructions.
Sits 50%, walk 25%, and stands 25% of the time.
Climbing stairs may be necessary in MSS Centers that are housed on more than one floor. Visual acuity is required to complete necessary documentation.
Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.
Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina.
State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
See full social media terms and conditions by accessing our Terms of Use at ncsecu.org/legal
How many Finance & Accounting jobs are open in Raleigh, NC right now?
There are currently 938 open finance & accounting positions in Raleigh, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Raleigh, NC?
Companies currently hiring include First Citizens Bank, North Carolina State Employees Credit Union, Truist, Enact Mortgage Insurance, Symmetry Financial Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Raleigh, NC?
Yes — 388 of the 938 open finance & accounting positions offer remote or hybrid work (123 remote, 265 hybrid).
How do I apply for Finance & Accounting jobs in Raleigh, NC?
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