# Financial Advisor - Lincoln/Bloomington/Normal Based

Hiring organization: [Citizens Equity First Credit Union](https://career.thegoodapps.co/organizations/citizens-equity-first-credit-union)

Canonical page: https://career.thegoodapps.co/jobs/2b9eb164-0439-4b71-9d05-c0003a7f7521

Listed on Citizens Equity First Credit Union's own careers site. Applications go to them directly.

- Employment type: full time
- Seniority: Mid
- Salary: 58656 – 58656 USD per year

## Summary

A financial advisor role at a credit union serving members through investment planning, insurance recommendations, and relationship management. Suited for licensed securities professionals ready to transition into a member-focused advisory career with a defined path to senior advisor status.

_Our summary, not Citizens Equity First Credit Union's wording._

## Required

- High school diploma or equivalent
- Current Life/Health Producer license plus Series 7 and Series 66, or Series 7 and 63 and 65, or Series 7 and 63 and 66
- Current valid driver's license with acceptable driving record and personal vehicle insurance
- Pass FINRA background check and fingerprinting
- Sign Broker-Dealer Registered Representative Agreement
- 2–6 years of licensed securities experience

## Nice to have

- Associate's, Bachelor's, or Master's degree in Finance, Business Administration, Economics, Accounting, or related field
- 4–6 years of licensed securities experience in place of degree
- Member or client relationship management, financial planning, or sales experience in a financial institution
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) certification
- Spanish language proficiency
- Knowledge of investment products, financial planning concepts, and regulatory requirements
- Strong communication, interpersonal, and relationship-building abilities
- Sales and business development experience focused on financial solutions
- Ability to analyze financial data and present recommendations

Apply on Citizens Equity First Credit Union's site: https://cefcu.wd5.myworkdayjobs.com/en-US/CEFCU/job/Lincoln-IL/Financial-Advisor---Lincoln-Bloomington-Normal-Based_R3814