Financial Advisor - Investment/Trust/Estate Planning Focus

Join SECU as a Financial Advisor focused on investment, trust, and estate planning. You will provide exemplary member service by offering solutions in life insurance, investments, trust services, and retirement planning. This role involves proactively advising members on managing their investments to align with their financial goals and ensuring operational proficiency.

• Provide financial advisory solutions for members' goals
• Develop and maintain member relationships through communication
• Utilize SECU technology and marketing campaigns
• Collaborate with team members for complex scenarios
• Ensure compliance with credit union policies and regulations
• Maintain required licenses and continuing education