Financial Advisor

SECU is seeking a Financial Advisor to provide exemplary member service and deliver solutions in life insurance, investments, trust services, estate planning, and retirement planning. This role involves proactively advising members on managing their investments and financial products to align with their overall plan, utilizing company technology and adhering to operational procedures.

• Provide direct financial advising on investments, insurance, and estate planning
• Develop and maintain member relationships through proactive communication
• Utilize company technology and platforms to meet productivity benchmarks
• Collaborate with team members and management to address complex scenarios
• Ensure compliance with all credit union policies and regulatory requirements
• Maintain required licenses and complete continuing education