Financial Advisor — Grow Client Wealth & Relationships (FT)

CEFCU Financial Services, Inc.; Decatur (IL); On-site; USD 52,790 - 64,521; Full time

Benefits offered by this job

Health Insurance

Tuition reimbursement

Flexible Spending Plan

401K Plan

Generous paid time off

Job summary

A credit union is seeking a Financial Advisor to provide financial planning and investment services in the Decatur area. The role involves assessing member needs, making tailored recommendations, and enhancing advisory skills. Candidates should have a relevant diploma and experience in securities. Strong communication and relationship management skills are important, with a focus on providing a high-quality member experience. This position offers competitive pay and comprehensive benefits.

Qualifications

• Maintains a Life/Health Producer license and relevant FINRA licenses.
• 2-6 years of experience in securities.
• Licenses must remain current through education and testing.

Responsibilities

• Provides financial planning and investment services to members.
• Conducts consultations to assess member needs and recommends solutions.
• Refines financial strategies and deepens member engagement.

Skills

Communication skills

Interpersonal skills

Relationship management

Financial planning

Sales experience

Education

High school diploma or equivalent

Completion of Associates, Bachelors, or Master degree in Finance or related field

Tools

Financial planning software

CRM systems

Job description

A credit union is seeking a Financial Advisor to provide financial planning and investment services in the Decatur area. The role involves assessing member needs, making tailored recommendations, and enhancing advisory skills. Candidates should have a relevant diploma and experience in securities. Strong communication and relationship management skills are important, with a focus on providing a high-quality member experience. This position offers competitive pay and comprehensive benefits.