Financial Advisor - Lincoln/Bloomington/Normal Based
CEFCU(1 month ago)
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.
Required Skills
- Financial Planning
- Investment Services
- Relationship Management
- Advisory Skills
- Brokerage Operations
- Compliance
- Business Development
- Sales
- Financial Analysis
- CRM
+2 more
Qualifications
- High School Diploma or Equivalent
- Life/Health Producer License
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
- Driver's License
- FINRA Background Check
- Registered Representative Agreement
- Associate Degree (Preferred)
+4 more
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