CEFCU, known for our commitment to members and the communities that we serve, is seeking a Financial Advisor. This position fulfills members’ financial needs through recommendations and sales of appropriate insurance and investment products. Sales accomplished through interviewing members, analyzing needs, and recommending and selling appropriate insurance products, investment products, and cross-sales to CEFCU based on members’ needs/goals. Functions as a Trust Liaison to effectively function in the business development role for fiduciary and asset management accounts, while providing some local administrative services.

Required:
High school diploma or equivalent.
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:
Community involvement through local events and professional organizations.
Business related Associates degree or greater education.
5 or more years of professional sales experience.
2 or more years of professional sales experience in the securities/insurance industry in brokerage and insurance operations including products, terms, suitability, and compliance aspects.
Certified Financial Planner (CFP).

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Work Location: One location

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