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CA-Financial Advisor at CEFCU - ApplyBlast

CA-Financial Advisor

CEFCU

9 months ago

3.5 on Glassdoor

San Jose, CA

Onsite

Full Time

Junior

0 applicants

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About this role

CEFCU is seeking member service team members who provide professional and caring financial planning and investment services to enhance member relationships. The role involves assessing member needs, recommending tailored solutions, and transitioning towards a Financial Advisor III position within two years.

Skills

Qualifications

High School DiplomaLife/Health Producer LicenseFINRA Series 7FINRA Series 66

About CEFCU

cefcu.com

Headquarters

Peoria, Illinois, United States

Company Size

501-1000 employees

Founded

1937

View Profile

CEFCU (Citizens Equity First Credit Union) is a member-owned credit union headquartered in Peoria, Illinois, offering a full range of personal and business financial services. Their offerings include checking and savings accounts, home loans, vehicle loans, credit cards, personal and student loans, as well as investment and insurance products. CEFCU operates under the motto 'Not a Bank. Better.' and is committed to delivering competitive rates and community-focused financial services.