Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

The Financial Advisor III provides advanced planning, investment guidance, and strategic member relationship management. They develop sophisticated financial strategies, foster deep member engagement, and may mentor associate advisors. This role involves evaluating complex member needs, conducting high-level consultations, and delivering customized investment and wealth management solutions. Additionally, they enhance in internal processes and contribute to business development efforts by identifying opportunities for growth, improving service delivery, and ensuring compliance with industry regulations and organizational standards.

Provides the highest quality member experience, for both internal and external members

Core Hours

Monday - Friday 8:45 am - 5:15 pm

Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs..

Required:

• High school diploma or equivalent.
• 2-6 years of licensed experience in securities.
• 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:

• Completion of Associates, Bachelors, or Master Degree in Finance, Business Administration, Economics, Accounting, or a related field.
• 4-6 years of licensed experience in securities may be considered in place of a degree.
• Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.
• Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Bi-lingual, Spanish preferred.
• Strong knowledge of investment products, financial planning concepts, and regulatory requirements.
• Excellent communication, interpersonal, and relationship-building skills.
• Sales and business development experience with a focus on financial solutions.
• Ability to analyze financial data and present recommendations to member/clients.
• Proficiency in financial planning software and CRM systems.

Summary Pay Range

The anticipated starting pay range for this position is $58,656.00 - $58,656.00.

The pay range listed represents the anticipated starting range for a successful candidate. Final compensation will be based on factors such as experience, skills, and qualifications.

Please note that salary is only one component of total compensation at CEFCU.

 

Benefits

Financial

Merit-based raises

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

Health Savings Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan – Pension 

Defined Contribution Plan – 401K

Additional Benefits

Employee Assistance Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.