# Financial Advisor - Peoria Region

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

Canonical page: https://career.thegoodapps.co/jobs/64fcf98a-8a20-4629-a481-26cf055c3d1d

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

- Employment type: full time
- Seniority: Mid
- Location: Peoria, IL
- Salary: 58656 – 58656 USD per year

## Summary

A financial advisor role at a credit union serving the Peoria region, focused on providing investment and financial planning services to members while building client relationships and developing business. Suited for licensed securities professionals with 2-6 years of experience who want to transition into a deeper advisory capacity within a stable financial institution.

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

## Skills named

Financial Planning, Regulatory Compliance

## Required

- High school diploma or equivalent
- Active Life/Health Producer license
- Active FINRA Series 7 and Series 66 (or Series 7, 63, and 65, or Series 7, 63, and 66)
- Current, valid driver's license with acceptable driving record
- Personal vehicle insurance
- Pass FINRA background check and fingerprinting
- 2-6 years of licensed securities experience

## Nice to have

- Associate, Bachelor's, or Master's degree in Finance, Business Administration, Economics, Accounting, or related field
- 4-6 years of licensed securities experience as alternative to degree
- Member/client relationship management experience
- Financial planning experience
- Sales experience in financial institutions
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC)
- Spanish language proficiency
- Knowledge of investment products and financial planning concepts
- Ability to analyze financial data and present recommendations
- Sales and business development experience

Apply on Citizens Equity First Credit Union's site: https://cefcu.wd5.myworkdayjobs.com/en-US/CEFCU/job/Peoria-IL/Financial-Advisor---Peoria-Region_R4102-1