Financial Advisor - Lincoln/Bloomington/Normal Based
CEFCU
About this role
Member-focused financial advisor providing financial planning, investment services, and relationship management for credit union members. The role supports tailored investment and insurance recommendations, strengthens brokerage and compliance knowledge, and aims to deepen member engagement. The position transitions to a Financial Advisor III within two years and supports high-quality member experiences.
Skills
Qualifications
About CEFCU
cefcu.comN/A
Recent company news
IHSAIllinois High School Association
2 weeks ago
CIProud.comCEFCU says it’s business as usual after the final U.S. penny is minted
Nov 13, 2025
The Business JournalsCEFCU partnership brings perks for Earthquakes fans
Oct 17, 2025
Yahoo FinanceCEFCU announces record $55 million dividend for members
Dec 2, 2025
WEEK | 25 News NowCEFCU claims current tax status could be at risk
Apr 4, 2025
About CEFCU
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for CEFCU.
Salary
$59k
per year