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 SECU’s 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):
- Bachelor’s 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 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.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- High school diploma or GED equivalent
- North Carolina Life Insurance license or ability to obtain it within two months
- Strong verbal and written communication skills
- Problem-solving, attention to detail, and organizational skills
- Completion of the Credit Union Core Module Program within 12 months of hire
- Bachelor's degree in Business, Finance, Tax, or Economics
- At least one year of financial planning, wealth management, or investment operations experience
- Experience in an investment-related or financial advisory support role
- Familiarity with MoneyGuide, NetX360, or Envestnet
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. 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.
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