Financial Advisor

Employer
Citizens Equity First Credit Union (CEFCU)
Location
Peoria, IL
Salary
Base salary with the ability to earn monthly incentive compensation
Posted
Jun 23, 2021
Closes
Jul 23, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

CEFCU, known for our commitment to members and the communities that we serve, is seeking a Financial Advisor.This position fulfills members’ financial needs through recommendations and sales of appropriate insurance and investment products. Sales accomplished through interviewing members, analyzing needs, and recommending and selling appropriate insurance products, investment products, and cross-sales to CEFCU based on members’ needs/goals. Functions as a Trust Liaison to effectively function in the business development role for fiduciary and asset management accounts, while providing some local administrative services.

This opportunity includes a base salary with the ability to earn monthly incentive compensation, a built-in referral network, CEFCU brand and marketing, generous paid time off, and more!


Required Qualifications:

High school diploma or equivalent.

Maintains Illinois Life/Health Insurance license and FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 or Series 7, 63, and 65 or Series 7, 63, and 66 licenses and be able to complete continuing education/testing requirements as needed to maintain professional licenses.

Maintains annual sales levels as outlined in the Financial Advisor Compensation Arrangement..

Must possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance.

Must be fingerprinted and pass FINRA’s background checks.

Must sign Broker-Dealer’s Registered Representative Agreement including non-solicitation clauses.

 

Preferred Qualifications:

Community involvement through local events and professional organizations

Business related Associates degree or greater education.

5 or more years of professional sales experience

2 or more years of professional sales experience in the securities/insurance industry in brokerage and insurance operations including products, terms, suitability, and compliance aspects.

 

Benefits:

  • Medical, Dental, and Vision coverage
  • Employee Assistance Plan, Disability Plan, Flexible Spending Plan, and Life Insurance
  • Both a Retirement Pension Plan and 401(k)
  • Generous paid time off
  • Tuition reimbursement
  • Casual Days to support local charities
  • On-site fitness center, fitness classes, and wellness program
  • Employee discounts on entertainment, cell phone plans, theme park tickets, and more!

 

CEFCU is proud to be an Equal Opportunity Employer with a diverse workforce dedicated to serving our members! If you're interested in this opportunity, please visit https://cefcu.wd5.myworkdayjobs.com/en-US/CEFCU/job/Peoria-IL/Financial-Advisor_R1497