Financial Advisor: Elevate Members’ Wealth & Confidence

Centra Credit Union; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Centra Credit Union in Columbus, Indiana is seeking a Financial Advisor to educate and counsel Members and non-Members on investment and insurance products, helping clients meet their financial goals and grow assets. The role requires Series 7/66 licenses, LTC, and Life & Health insurance credentials, with potential footprint across southern Indiana.

This position emphasizes client experience, compliance, and training others to generate referrals, while aligning compensation with local market

Qualifications

• Bachelor's Degree in Related Field.
• 1–3 years of similar or related experience, including preparatory experience.
• Equivalent combination of education and experience considered.

Responsibilities

• Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan.
• Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
• Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
• Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.

Education

Bachelor's Degree in Related Field

Job description

Centra Credit Union in Columbus, Indiana is seeking a Financial Advisor to educate and counsel Members and non-Members on investment and insurance products, helping clients meet their financial goals and grow assets. The role requires Series 7/66 licenses, LTC, and Life & Health insurance credentials, with potential footprint across southern Indiana.

This position emphasizes client experience, compliance, and training others to generate referrals, while aligning compensation with local market