Financial Advisor

Dupaco Community Credit Union • Cedar Rapids, IA

8d

About The Position

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!

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

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