Financial Advisor - Decatur/Champaign/Bloomington (Empire)
Citizens Equity First Credit Unionfull time · Mid
$58,656
Listed on Citizens Equity First Credit Union’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
A financial advisor role at a credit union focused on member relationships, investment planning, and sales of financial solutions. Suited for licensed professionals with securities experience who want to build advisory skills within a stable financial institution.
Our summary, not Citizens Equity First Credit Union’s wording. The full posting is on their site.
What they ask for
Required
- High school diploma or equivalent
- Active Life/Health Producer license and FINRA Series 7 plus either Series 66 or both Series 63 and 65
- 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 a degree
- Member/client relationship management experience in a financial institution
- Financial planning experience in a financial institution
- Sales or business development experience in a financial institution
- CFP or ChFC certification
- Spanish language proficiency
- Strong knowledge of investment products and financial planning concepts
- Experience analyzing financial data and presenting recommendations