Financial Advisory Services (FAS) Specialist
State Employees Credit Union of New Mexico(1 month ago)
About this role
The Financial Advisory Services Specialist focuses on investment, trust, and estate planning to provide members with life insurance policies, annuities, and investment accounts. The role delivers service through branch, telephone, and digital channels while supporting referral processes and collaborating with other specialists.
Required Skills
- Life Insurance
- Investments
- Trust Services
- Estate Planning
- Retirement Planning
- Referral Management
- Customer Service
- Compliance
- Communication
- Financial Analysis
Qualifications
- Four‑Year Degree in Financial Planning or Finance
- Life Insurance License
- Series 6 License
- Series 7 License
- Series 63 License
- Series 65 License
- Series 66 License
- ATFA Certification
- FINRA Registration
- Valid Driver’s License
About State Employees Credit Union of New Mexico
secunm.orgAs a State Employees Credit Union Member, you have an active voice in a credit union that understands your specific needs. See why we're the best credit union in New Mexico.
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