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Financial Advisory Services Specialist I (Investment Focused)
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Full-time
- If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
- 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.
- Four-year degree OR CCUE Certification OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP)
- Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) OR Accredited Trust Fiduciary Advisory (ATFA) designation
- Requirement for applicants that ARE CFP® certificants
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