Financial Advisor

Join SECU as a Financial Advisor to provide comprehensive financial guidance to members, focusing on investments, trust services, estate planning, and retirement planning. You will build relationships, offer tailored solutions, and leverage technology to meet member needs while adhering to credit union philosophy.

• Provide direct financial advising on investments, insurance, and retirement planning
• Develop and maintain member relationships through proactive communication
• Utilize SECU technology and platforms to achieve productivity benchmarks
• Collaborate with team members and support newer colleagues
• Ensure compliance with all credit union policies and regulatory requirements
• Maintain required licenses and complete continuing education

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.