Role Overview
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.
What You Will Do
Provide administrative, analytical, and workflow support to Financial Advisors, including data management, financial data analysis, plan preparation, and system testing and training support.
Why It Might Be a Fit
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
- high school diploma or GED equivalent
- NC Life Insurance or obtain within 2 months
- good communication skills, both verbal and written
- good problem-solving skills, strong attention to detail and organizational skills
- complete the Credit Unions Core Module Program within 12 months of hire date as a condition of employment
Benefits
- Dental insurance
- Vision insurance
- Hybrid work environment
To apply for this job please visit ncsecu.wd1.myworkdayjobs.com.
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