Financial Planning Associate

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

Position Overview:

The Financial Planning Associate is an entry-level operational role responsible for providing administrative analytical and workflow support to Financial Advisors serving SECUs 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.

Essential Responsibilities:

• Financial Planning Program Support (50%)

• • Data Management & Entry: Accurately input client financial data (assets liabilities income expenses and risk profiles) into financial planning software.

• • Financial Data Analysis: Conduct foundational reviews of client financial situations to identify key data points and support goal tracking.

• • Plan Preparation: Assist in drafting preliminary financial strategies and recommendations aligned with client objectives for advisor review.

• Administrative & Operational Support (40%)

• • Reporting & Analytics: Compile and track data to generate statistical and operational reports for department leadership.

• • Department Communication: Monitor and triage the central department email inbox ensuring timely responses to internal and external inquiries.

• • Document Management: Digitally index and upload relevant client documents and planning records into the imaging system.

• • System Testing & Training Support: Assist with user acceptance testing (UAT) for financial planning software updates and help coordinate training sessions and department meetings.

• Professional Development & Subject Matter Expertise (10%)

• • 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.

Required Education & Experience (Knowledge Skills & Abilities):

• 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.

Preferred Education & Experience (Knowledge Skills & Abilities):

• Bachelors 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

Job Environment & Physical Requirements:

• Hybrid work environment.

• Must be able to comprehend and carry out job demands.

• Job requires a substantial amount of sitting.

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

• Use hands and fingers to press telephone keypad and lift telephone receiver.

• Must be able to comprehend phone calls.

• Must be able to lift 5pounds.

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.

Disclaimer

State Employees Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Required Experience:

IC