What are the responsibilities and job description for the Financial Advisory Services Specialist I (Investment Focused) position at State Employees' Credit Union?
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
FAS Specialist – Focuses primarily on assisting members with understanding, obtaining, and maintaining their investment accounts, life insurance policies, and / or annuity products.
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
Four-year degree
Life Insurance
FAS Specialist I
Life Insurance
Senior FAS Specialist
Four-year degree OR CCUE Certification OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP)
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
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.
