Financial Advisor: Growth Path to Advisor III

CEFCU Financial Services, Inc.; Tennessee; On-site; USD 53,000 - 65,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, vision coverage

401(k) with employer match

On-site fitness center

Job summary

CEFCU Financial Services, Inc. seeks a licensed financial professional to deliver comprehensive financial planning, investment services, and member relationship management. The role advances to Financial Advisor III within two years, with a focus on deepening client engagement and advisory capabilities.

Core hours are Monday–Friday, with potential evenings and Saturdays to meet business needs. A Life/Health Producer license, plus a FINRA license combination, and 2–6 years of licensed securities

Qualifications

• Life/Health Producer license required and FINRA license combo (as listed).
• Minimum 2–6 years of licensed securities experience.
• Valid driver’s license with clean driving record and insurance.
• Background checks including FINRA checks and signing the Registered Representative Agreement.

Responsibilities

• Provide financial planning, investment services, and member relationship management.
• Refine financial strategies, deepen member engagement, and enhance advisory skills.
• Assess member needs, conduct consultations, and recommend tailored investment and insurance solutions.
• Strengthen knowledge of brokerage operations, compliance, and business development.
• Provide the highest quality member experience for internal and external members.

Skills

Life/Health license

FINRA Series 7/63/66

Licensed securities experience

Bi‑lingual (Spanish preferred)

Education

High school diploma or equivalent

Finance degree preferred

CFP/ChFC certifications preferred

Job description

CEFCU Financial Services, Inc. seeks a licensed financial professional to deliver comprehensive financial planning, investment services, and member relationship management. The role advances to Financial Advisor III within two years, with a focus on deepening client engagement and advisory capabilities.

Core hours are Monday–Friday, with potential evenings and Saturdays to meet business needs. A Life/Health Producer license, plus a FINRA license combination, and 2–6 years of licensed securities