Financial Advisor: Grow Wealth & Serve Communities

Talentify; Columbus (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Centra Credit Union in Columbus, IN, is seeking a Financial Advisor to educate and counsel members and non-members on investments and insurance products.

The role drives client experience and asset growth, leveraging ongoing training and compliance with industry regulations. Bachelor’s degree and Series 7/66 licenses, plus Life/Health Insurance and LTC certifications, are required or preferred. This is a full-time on-site opportunity in Columbus.

Qualifications

• Bachelor's Degree in a related field.
• 1–3 years of related experience.
• Licenses and Certifications: Series 7, Series 66, Life and Health Insurance License, Long Term Care Certification.

Responsibilities

• Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns to develop or maintain a financial plan that is in the client's best interest.
• Cultivates relationships with Centra Team Members, Members and the communities we serve.
• Delivers training and development to Centra Team Members to generate qualified referrals for investment and insurance sales.
• Maintains knowledge for compliance with all rules and regulations in financial and insurance industries.

Skills

Sales skills

Financial planning

Education

Bachelor's Degree

Job description

Centra Credit Union in Columbus, IN, is seeking a Financial Advisor to educate and counsel members and non-members on investments and insurance products.

The role drives client experience and asset growth, leveraging ongoing training and compliance with industry regulations. Bachelor’s degree and Series 7/66 licenses, plus Life/Health Insurance and LTC certifications, are required or preferred. This is a full-time on-site opportunity in Columbus.