CEFCU

Financial Advisor - Decatur/Champaign/Bloomington (Empire)

CEFCU(1 month ago)

Decatur, ILOnsiteFull TimeMedior$58,656 - $58,656Financial Advisory
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About this role

A licensed financial advisor position at CEFCU focused on delivering investment and financial planning services to credit union members and deepening member relationships. The role supports member experience and advisory growth with a planned transition to Financial Advisor III within two years.

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Required Skills

  • Financial Planning
  • Investment Services
  • Member Relations
  • Brokerage Compliance
  • Business Development
  • Sales
  • Communication
  • Financial Analysis
  • CRM
  • Relationship Management

Qualifications

  • High School Diploma
  • Life/Health Producer License
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 63
  • FINRA Series 65
  • Driver's License
  • Fingerprinting/FINRA Background Check
  • Broker-Dealer Registered Representative Agreement
  • Associates Degree

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