If you are motivated and believe in the credit union philosophy of “People Helping People,” join our team
The 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 a
📌 Financial Advisor (Murphy)
🏢 Secu
📍 Murphy