Financial Advisory Services Representative

SECU • Wendell, MA

1d

About The Position

The Financial Advisory Services (FAS) Representative supports the 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 so Financial Advisors can focus on client relationships, prospecting, and cross-selling. It works with Financial Advisors, Trust Representatives, branch staff, members, and back-office teams to support client needs and efficient service delivery.

The position also promotes FAS through staff training and community events, prepares and delivers account documents to clients, and supports timely document approval and follow-up. The representative must comply with Credit Union policies and regulatory requirements, maintain member confidentiality, follow security procedures, and complete required training.

The role is based in an office setting near other employees, with some work at off-site premises and regional travel. Physical activities include sitting, walking, standing, and occasionally climbing stairs; lifting up to 5 pounds is required.

Requirements

• High school degree or GED.
• Current life insurance license, or willingness to obtain one.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Ability to meet people, develop member confidence, earn the respect of members and co-workers, and build trust in the Credit Union.
• Ability to adapt quickly to changes in daily work based on immediate needs.
• Strong multitasking and organizational skills.
• Discretion and strict confidentiality regarding member account information.
• Ability to work additional hours when necessary to fulfill responsibilities.
• Fluency in English.
• Regional travel required; must possess a vehicle and valid driver’s license.
• Ability to sit 50% of the time, walk 25%, and stand 25%.
• Ability to climb stairs when necessary at MSS Centers and branches housed on more than one floor.
• Visual acuity sufficient to complete necessary documentation.
• Ability to lift 5 pounds.

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 meet client needs holistically.
• Identify and promote opportunities to cross-sell FAS products to 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, meeting preparation, appointment scheduling, and other tasks that do not require investment licensing.
• Serve as a liaison between the Financial Advisor network and back-office teams to support efficient communication and use of Financial Advisors’ time.
• Help Trust Representatives maintain the Estate Planning calendar and follow up with members about appointments as needed.
• Learn and effectively navigate SECU operational systems, life insurance software, NetX 360, Envestnet, and future systems.
• Frequently communicate with the FAS District Manager about activities and results in the assigned area.
• Deliver training to branch staff about FAS solutions to improve member referrals and employees’ understanding of 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 directly to clients to obtain signatures for new accounts and account servicing.
• Submit completed account documents for timely approval.
• Connect clients with Financial Advisors for additional follow-up meetings as needed.
• Comply with Credit Union policies and regulatory requirements; maintain confidentiality of member information and access accounts only for business purposes.
• Follow security and control procedures.
• Complete required quarterly training, continuing education, and other training assigned by management.
• Adhere to the manager-established work schedule and attendance policy.
• Travel regionally as required.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED