Financial Advisor

Dupaco • Cedar Rapids, IA

12d

About The Position

Financial Advisor We believe financial guidance should feel personal, empowering, and rooted in trust. Our mission is simple: help our members build a life worth loving , and as a Financial Advisor, you’ll play a direct and meaningful role in that mission every day. If you love connecting with people, enjoy solving financial puzzles, and want to use your expertise to truly make a difference, this is a place where your work will truly matter! What You'll Do You’ll serve as a trusted partner, helping members understand where they are today and where they want to go tomorrow. In this role, you will: Meet with members to understand their full financial picture — assets, liabilities, cash flow, insurance, tax considerations, and long-term goals. Analyze financial information and develop personalized financial plans using asset‑allocation and planning software. Provide clear, pressure‑free guidance on investments, cash flow strategies, and tax implications. Identify member needs and recommend Credit Union products and services that support their goals. Build lasting relationships through proactive outreach — at least two annual contacts per member and annual reviews for those with $25k+ invested. Prepare and process the documentation needed to bring members’ plans to life. Partner closely with internal Credit Union staff, providing education and support to encourage meaningful referrals. Deliver educational seminars to help members build financial confidence while generating new business. Connect members with trusted vendors or partners for services aligned with their financial plan. Stay current through industry seminars, continuing education, and required licensing. Perform other duties that support an exceptional member experience and a strong financial services program. What You'll Bring Successful candidates will have: Bachelor’s Degree or equivalent experience required Minimum of five years related experience, CFP designation preferred and/or equivalent combination of education and experience Hold Series 6 & 63 securities licenses, with desire to obtain Series 7 and Series 66 licenses within one year of employment Hold Life and Health Insurance Licenses Excellent Communication skills Excellent mathematical and problem-solving skills Why You’ll Love Working Here You’ll make a tangible difference in the lives of individuals and families. You’ll work in a supportive, values‑driven culture focused on trust, integrity, and service. Your role is member-first , always. You’ll join a team committed to your growth, offering ongoing training, and providing opportunities to expand your professional development.

Requirements

• Bachelor’s Degree or equivalent experience required
• Minimum of five years related experience, CFP designation preferred and/or equivalent combination of education and experience
• Hold Series 6 & 63 securities licenses, with desire to obtain Series 7 and Series 66 licenses within one year of employment
• Hold Life and Health Insurance Licenses
• Excellent Communication skills
• Excellent mathematical and problem-solving skills

Nice To Haves

• CFP designation preferred and/or equivalent combination of education and experience

Responsibilities

• Meet with members to understand their full financial picture — assets, liabilities, cash flow, insurance, tax considerations, and long-term goals.
• Analyze financial information and develop personalized financial plans using asset‑allocation and planning software.
• Provide clear, pressure‑free guidance on investments, cash flow strategies, and tax implications.
• Identify member needs and recommend Credit Union products and services that support their goals.
• Build lasting relationships through proactive outreach — at least two annual contacts per member and annual reviews for those with $25k+ invested.
• Prepare and process the documentation needed to bring members’ plans to life.
• Partner closely with internal Credit Union staff, providing education and support to encourage meaningful referrals.
• Deliver educational seminars to help members build financial confidence while generating new business.
• Connect members with trusted vendors or partners for services aligned with their financial plan.
• Stay current through industry seminars, continuing education, and required licensing.
• Perform other duties that support an exceptional member experience and a strong financial services program.

Benefits

• You’ll make a tangible difference in the lives of individuals and families.
• You’ll work in a supportive, values‑driven culture focused on trust, integrity, and service.
• Your role is member-first , always.
• You’ll join a team committed to your growth, offering ongoing training, and providing opportunities to expand your professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees