Financial Advisor - Growth in Planning & Client Relationships

CEFCU Financial Services, Inc.; Peoria (IL); On-site; USD 53,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401K

Paid time off

Employee discounts

On-site fitness center

Job summary

CEFCU Financial Services, Inc. in Peoria, IL seeks a Financial Advisor to deliver financial planning, investment services, and member relationship management to help members reach financial goals.

The role requires securities licenses (Series 7, 66 or 63/65, etc.), strong communication and relationship-building skills, and the ability to analyze financial data and present tailored recommendations. Core hours are Mon–Fri with occasional evenings/Saturdays.

Qualifications

• High school diploma or equivalent.
• Life/Health Producer license and FINRA Series 7 and Series 66, or Series 7/63/65, or 7/63/66 licenses.
• Must pass background checks and sign Registered Representative Agreement.
• 2–6 years of licensed securities experience.
• Bi-lingual, Spanish preferred.

Responsibilities

• Provides financial planning, investment services, and member relationship management.
• Refines financial strategies, deepens member engagement, and enhances advisory skills.
• Assesses member needs, conducts consultations, and recommends tailored investment/insurance solutions.
• Strengthens knowledge of brokerage operations, compliance, and business development.

Skills

Communication

Relationship building

Sales & business development

Financial data analysis

Bilingual Spanish

CRM software

Financial planning

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Master's degree in Finance/Business (optional)

Tools

CRM software

Financial planning software

Job description

CEFCU Financial Services, Inc. in Peoria, IL seeks a Financial Advisor to deliver financial planning, investment services, and member relationship management to help members reach financial goals.

The role requires securities licenses (Series 7, 66 or 63/65, etc.), strong communication and relationship-building skills, and the ability to analyze financial data and present tailored recommendations. Core hours are Mon–Fri with occasional evenings/Saturdays.