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Financial Advisory Services Specialist I

3 months ago

Asheville, United States State Employees' Credit Union Full time

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team

Purpose

These FAS Specialists are responsible for delivering advisory and planning solutions to members in areas such as insurance, investments, trust services, estate planning, and retirement planning in order to assist members in identifying financial goals and objectives, obtaining products and services that will aid in meeting these goals, and to following up accordingly to help maintain the members’ plans over time.  Specialists also work to engage branch employees on general financial advisory topics to support the referral process.

Dimensions

FAS Specialist I – In addition to investment, insurance, and annuity product delivery, the FAS Specialist I also begins to act in an advisory capacity, more proactively helping members to manage their investments and other financial products to fit their overall plan.

Senior FAS Specialist – In addition to product delivery and advisory responsibilities, the Senior FAS Specialist provides holistic planning services to enable members to navigate through various life stages; helping to increase the likelihood that each plan remains compatible with the members’ needs as they enter various life stages.  The Senior FAS Specialist also assists the FAS District Manager (DM) by assisting with assigned supervisory and training functions.

Each of these works directly with the FAS DM and other local specialists to provide the effective delivery of Financial Advisory Services.

General Responsibilities

  • Assist members with obtaining/opening FAS products and accounts as needed to meet the members’ financial goals, objectives, and needs. 
  • Coordinate and engage other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically. 
  • Effectively works referrals to ensure members are connected with a qualified FAS employee
  • Frequently communicates with the FAS DM about activities and results within assigned area.
  • Performs other tasks as assigned.

Requirements by Role

FAS Specialist I

  • Requirements for applicants that are NOT CFP® certificants:
  • Four-year degree OR CCUE Certification OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP)
  • Life insurance license
  • Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) OR Accredited Trust Fiduciary Advisory (ATFA) designation
  • 2+ years’ experience as a licensed Insurance, Investment, and/or Trust Representative

  • Requirement for applicants that ARE CFP® certificants
  • 2+ years’ experience as a licensed Insurance, Investment, and/or Trust Representative
  • If unlicensed or partially licensed in investments, must pass the following licensure/designation exams within 6 months of hire/registration with FINRA:
    • Life Insurance
    • Securities Industry Essentials (SIE)
    • Series 7/66 (Applicant may be allowed to complete the Series 6/63/65 set of exams if already partially licensed on this path.)

  • Must exhibit the ability to act in an advisory capacity by making informed recommendations and assisting members with managing their investments and other financial products based on stated and changing needs.
  • Some credit union experience preferred

Note: CFP® designation is preferred. If not currently held, applicants hired to this position will be expected to begin a CFP Board approved financial planning curriculum within 2 years of hire.

Other General Requirements for All Specialists

  • Must possess an aptitude for meeting people, developing member confidence, as well as the respect of members and co-workers.
  • Must be able to quickly adapt to changes in daily work based on immediate needs.
  • Must have strong multi-tasking and organizational skills.
  • Be discreet in performance of duties and hold member information in strict confidence.
  • Work additional hours when necessary to execute responsibilities.
  • Must complete training, modules and education as directed by management.
  • Must be able to speak English fluently.
  • Must be able to cooperate and collaborate with co-workers.
  • Must be cordial in all interactions with members and co-workers.
  • Must adhere to the work schedule and attendance policy established by manager.
  • Regional travel required.  Must possess vehicle and valid driver’s license.

Job Environment

Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone.  Some aspects of job will be performed at off-site premises.

Physical Demands                                                                                    

Must be able to comprehend and carry out verbal and written instructions.

Sits 50%, walk 25%, and stands 25% of the time.

Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.

Must be able to communicate clearly in answering members questions.

Must listen well to ascertain the services needed by each member.

Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation

Must be able to lift 5 pounds.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.