$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 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. The full posting is on their site.
Skills this role names
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What they ask for
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