SECU
SECU Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers retiree health & medical
Offers dental insurance
Offers health insurance
Offers dependent care
Offers Flexible Spending Account (FSA)
Offers vision insurance
Provides family medical leave
Offers generous parental leave
Company Culture
Provides commuter benefits
Offers a remote work program
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Offers paid volunteer time
Recently posted jobs
Financial Services
Provides holistic financial advising to credit union members across investments, life insurance, trust services, estate planning, and retirement planning. Builds ongoing member relationships, recommends suitable financial products, meets productivity and service KPIs, collaborates with internal teams, supports newer employees, trains staff on advisory referrals, and maintains licensing, compliance, confidentiality, and continuing education requirements.
Financial Services
Provides holistic financial advice to credit union members on investments, life insurance, trust services, estate planning, and retirement planning. Develops ongoing member relationships, recommends suitable financial products, meets productivity and KPI targets, uses advisory platforms, collaborates with colleagues, trains member-facing employees, and maintains regulatory compliance, confidentiality, licensing, and continuing education requirements.
Financial Services
Provides holistic financial advice to credit union members across investments, life insurance, trust services, estate planning, and retirement planning. Builds ongoing member relationships, recommends suitable financial products, meets productivity and KPI targets, maintains required licenses and regulatory compliance, and supports training and collaboration with team members. Uses branch, telephone, and digital channels to deliver advisory services.
