Financial Advisory Services Representative

State Employees' Credit Union•Fayetteville, NC

About The Position

The Financial Advisory Services (FAS) Representative supports delivery of FAS within an assigned district by servicing existing client relationships and introducing members to FAS products and services. The role handles activities that do not require investment licensing, enabling Financial Advisors to focus on client relationships, prospecting, and cross-selling opportunities. The Representative supports Financial Advisors and Trust Representatives, promotes FAS solutions to branch staff and community members, and assists with delivery and processing of account documents. The position requires compliance with Credit Union policies and regulatory requirements, protection of member information, completion of required training, regional travel, and the ability to work additional hours when necessary.

Requirements

High school degree or GED.
Current life insurance license or willingness to obtain one.
Excellent written and verbal communication skills.
Proficiency in all Microsoft Office applications.
Aptitude for meeting people and developing member confidence, respect, and trust.
Ability to adapt quickly to changes in daily work based on immediate needs.
Strong multitasking and organizational skills.
Discretion and ability to keep member account information strictly confidential.
Ability to work additional hours when necessary to execute responsibilities.
Fluent spoken English.
Ability to adhere to the work schedule and attendance policy established by the manager.
Regional travel required.
Must possess a vehicle and valid driver’s license.

Nice To Haves

Experience in the credit union or financial services industry.
Interest and motivation to obtain additional investment licenses.

Responsibilities

Develop an understanding of FAS solutions and coordinate with Financial Advisors to help ensure client needs are met holistically.
Identify and promote cross-selling opportunities for FAS products with new and existing clients across business lines.
Work referrals so members are promptly connected with a qualified FAS employee.
Assist licensed Investment Representatives with annual review calls, new account packets, account maintenance, pre-meeting preparation, appointment scheduling, and other activities that do not require investment licensing.
Act as a liaison between the Financial Advisor network and back office to improve communication and allocation of Financial Advisors’ time.
Assist Trust Representatives with the Estate Planning calendar and member follow-ups regarding appointments.
Learn and navigate SECU operational systems, life insurance software, NetX 360, Envestnet, and future systems.
Communicate frequently with the FAS District Manager about activities and results in the assigned area.
Train branch staff on FAS solutions to improve the quality of member referrals and educate employees about how FAS solutions may support their financial wellbeing.
Participate in community involvement events organized by the District Manager, such as promotional presentations, member appreciation events, and educational sessions.
Prepare and deliver documents to clients for signatures on new accounts and account servicing.
Submit completed account documents for timely approval and connect clients with Financial Advisors for additional follow-up meetings as needed.
Comply with Credit Union policies and regulatory requirements; maintain member confidentiality, access accounts only for business purposes, and follow security and control procedures.
Complete required quarterly courses, continuing education, and other training assigned by management.