Financial Planning Associate

SECU • Raleigh, NC

4d • Hybrid

About The Position

The Financial Planning Associate is an entry-level operational role responsible for providing administrative, analytical, and workflow support to Financial Advisors serving SECU’s subsidiary advisor, Credit Union Investment Services clients. This position offers an excellent entry point into the financial planning industry, providing direct mentorship from experienced professionals and hands-on experience with financial software.

Requirements

• Must have high school diploma or GED equivalent
• NC Life Insurance or obtain within 2 months
• Must have good communication skills, both verbal and written.
• Must have good problem-solving skills, strong attention to detail and organizational skills.
• Must complete the Credit Unions Core Module Program within 12 months of hire date as a condition of employment.

Nice To Haves

• Bachelor’s degree in Business, Finance, Tax or Economics.
• 1+ years of experience within financial planning, wealth management, or investment operations.
• Professional experience in an investment-related or financial advisory support role.
• Familiarity MoneyGuide, NetX360 or Envestnet

Responsibilities

• Accurately input client financial data (assets, liabilities, income, expenses, and risk profiles) into financial planning software.
• Conduct foundational reviews of client financial situations to identify key data points and support goal tracking.
• Assist in drafting preliminary financial strategies and recommendations aligned with client objectives for advisor review.
• Compile and track data to generate statistical and operational reports for department leadership.
• Monitor and triage the central department email inbox, ensuring timely responses to internal and external inquiries.
• Digitally index and upload relevant client documents and planning records into the imaging system.
• Assist with user acceptance testing (UAT) for financial planning software updates and help coordinate training sessions and department meetings.
• Maintain continuous knowledge of industry trends, regulatory changes, and financial planning best practices.
• Pursue relevant certifications, continuing education, and professional development opportunities supported by the department.

What This Job Offers

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