Financial Advisor - Lincoln/Bloomington/Normal Based

CEFCU Financial Services, Inc.; Yountville (CA); Vor Ort; USD 53.000 - 65.000; Vollzeit

Zusammenfassung

CEFCU Financial Services, Inc. is seeking a licensed financial professional to provide planning, investment services, and member relationship management in a client‑facing role.

You will refine financial strategies, deepen engagement, and improve advisory capabilities through Consultations and tailored recommendations. The position requires Life/Health Producer licensing with FINRA Series licenses, a valid driver’s license, and 2–6 years of licensed securities experience.

Qualifikationen

• High school diploma or equivalent.
• Life/Health Producer license with FINRA Series licenses.
• Valid driver’s license and clean driving record.
• Minimum 2–6 years of licensed securities experience.

Aufgaben

• 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 both internal and external members.

Kenntnisse

Financial planning

Investment services

Relationship management

Regulatory compliance

Sales and business development

Spanish language

Ausbildung

Bachelor's degree in finance or related field

CFP or ChFC

Licensed: Life/Health Producer and FINRA licenses (Series7/66 or Series7/63/65)

Tools

CRM systems

Financial planning software

Jobbeschreibung

Overview

CEFCU member service team members play a vital role in delivering professional, knowledgeable, and caring experiences to our members. You will provide financial planning, investment services, and member relationship management while deepening member engagement and refining financial strategies. Within two years, you will transition to a Financial Advisor III.

Core Hours

Monday – Friday, 8:45am – 5:15pm. Core hours may change; evening and Saturday hours may occur to meet business needs.

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 both internal and external members.

Required Qualifications

• High school diploma or equivalent.
• Maintains a Life/Health Producer license along with one of the following combinations of FINRA licenses: Series7 and Series66; Series7, 63, and 65; or Series7, 63, and 66.
• All continuing education and testing requirements necessary to keep licenses current.
• Valid driver’s license, acceptable driving record, and personal vehicle insurance.
• Fingerprinted and passes FINRA background checks.
• Signs the Broker‑Dealer’s Registered Representative Agreement.
• Minimum 2–6 years of licensed experience in securities.

Preferred Qualifications

• Completion of an associate’s, bachelor’s, or master’s degree in finance, business administration, economics, accounting, or a related field.
• Alternatively, 4–6 years of licensed experience in securities may be considered in place of a degree.
• Experience in member/client relationship management, financial planning, or sales within a financial institution.
• Certifications such as CFP or ChFC.
• Bi‑lingual, Spanish preferred.
• Strong knowledge of investment products, financial planning concepts, and regulatory requirements.
• Excellent communication, interpersonal, and relationship‑building skills.
• Sales and business development experience with a focus on financial solutions.
• Ability to analyze financial data and present recommendations to members/clients.
• Proficiency in financial planning software and CRM systems.

Compensation

The anticipated starting base pay range for this position is $58,656.00. The position is eligible for incentive pay opportunities based on sales performance.

Benefits

• Generous paid time off (holiday, personal or sick time, vacation).
• Comprehensive medical, dental, and vision coverage (PPO, HDHP).
• Flexible spending plan (Medical Reimbursement Account and Dependent Care Reimbursement Account).
• Health savings account.
• Voluntary benefits: accident plan, critical illness plan, hospital indemnity plan, identity theft & fraud protection plan, legal plan.
• Life insurance.
• Accidental death & dismemberment insurance.
• Disability benefits.
• Defined benefit plan – pension.
• Defined contribution plan – 401(k).
• Employee assistance program.
• Tuition reimbursement.
• Career growth through internal job postings.
• Management development program: formal mentoring and training.
• Opportunities to help improve and build CEFCU through process teams.
• Opportunities to contribute to corporate financial literacy and community initiatives.
• Casual days to support local charities.
• Employee discounts on entertainment, cell phone plans, theme park tickets, and more.
• On‑site fitness center, fitness classes, and wellness program.

Equal Opportunity Statement

It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to, recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.