Financial Advisor - Springfield Based
About The Position
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! 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 and insurance solutions. Strengthens knowledge of brokerage operations, compliance, and business development. Provides the highest quality member experience, for both internal and external members. Core Hours Monday - Friday 8:45 am - 5:15 pm Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs. This position is based primarily in Springfield, Illinois. Occasional travel to the Metro East Illinois area is required.
Requirements
- High school diploma or equivalent
- Maintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current.
- Must possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance.
- Must be fingerprinted and pass FINRA’s background checks.
- Must sign Broker-Dealer’s Registered Representative Agreement
- 2-6 years of licensed experience in securities
Nice To Haves
- Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
- 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 is preferred.
- Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (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 member/clients
- Proficiency in financial planning software and CRM systems
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 and insurance solutions.
- Strengthens knowledge of brokerage operations, compliance, and business development.
- Provides the highest quality member experience, for both internal and external members.
Benefits
- Health and Welfare
- 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)
- Life Insurance
- Accidental Death & Dismemberment Insurance
- Disability Benefits
- Defined Benefit Plan – Pension
- Defined Contribution Plan – 401K
- Additional Benefits
- Employee Assistance Program
- Tuition reimbursement
- Career growth through internal job postings
- Management Development Program: formal mentoring and training
- Opportunities to help improve and build the CEFCU of tomorrow through process teams
- Opportunities to personally 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
