Client-Focused Financial Advisor

CEFCU Financial Services, Inc.; Lincoln (IL); On-site; USD 58,256 - 58,656; Full time

Benefits offered by this job

Health and Welfare

401K

Tuition reimbursement

Employee discounts

On-site fitness center

Job summary

CEFCU Financial Services, Inc. is seeking a Financial Advisor to serve members across Lincoln, Bloomington, and Normal. You will provide financial planning and investment guidance, deepen member relationships, and help tailor solutions aligned with client goals.

Core hours are Monday–Friday, with potential for evening or weekend coverage. Licenses (Series 7/66 or equivalent) and a high school diploma are required, along with a valid driver's license and background checks.

Qualifications

• High school diploma or equivalent.
• Licensing in securities and continuing education requirements must be maintained (as applicable).

Responsibilities

• Provide financial planning, investment services, and member relationship management.
• Assess member needs, conduct consultations, and tailor investment and insurance solutions.
• Strengthen knowledge of brokerage operations, compliance, and business development.

Skills

Bi-lingual Spanish

Sales & relationship-building

Financial planning concepts

Education

High school diploma

Tools

CRM systems

Financial planning software

Job description

CEFCU Financial Services, Inc. is seeking a Financial Advisor to serve members across Lincoln, Bloomington, and Normal. You will provide financial planning and investment guidance, deepen member relationships, and help tailor solutions aligned with client goals.

Core hours are Monday–Friday, with potential for evening or weekend coverage. Licenses (Series 7/66 or equivalent) and a high school diploma are required, along with a valid driver's license and background checks.