Join Team CEFCUAre you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us.
We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!Provides financial planning, investment services, and member relationship management. Refines financial strategies, deepens member engagement, and enhances advisory skills. Assesses member needs, conducts consultations, and recommends tailored investment and insurance solutions.
Strengthens knowledge of brokerage operations, compliance, and business development. Within two years transitions to a Financial Advisor III. Provides the highest quality member experience, for both internal and external members.Core Hours Monday - Friday 8:45 am - 5:15 pm.
Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.Required:High school diploma or equivalentMaintains a Life/Health Producer license along with FINRA Series 7 and Series 66, or Series 7, 63, and 65, or Series 7, 63, and 66 licenses, while fulfilling all continuing education and testing requirements necessary to keep licenses current.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 Agreement2-6 years of licensed experience in securitiesPreferred:Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field4-6 years of licensed experience in securities may be considered in place of a degree.Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)Bi-lingual, Spanish preferredStrong knowledge of investment products, financial planning concepts, and regulatory requirementsExcellent communication, interpersonal, and relationship-building skillsSales and business development experience with a focus on financial solutionsAbility to analyze financial data and present recommendations to member/clientsProficiency in financial planning software and CRM systemsAnnual Base Pay Range: The anticipated starting pay range for this position is $58,656.00 - $58,656.00. This position is eligible for incentive pay opportunities based on sales performance.BenefitsHealth and WelfareGenerous paid time off (Holiday, Personal or Sick Time, Vacation)Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)Health Savings AccountVoluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)Life InsuranceAccidental Death & Dismemberment InsuranceDisability BenefitsDefined Benefit Plan – PensionDefined Contribution Plan – 401KAdditional BenefitsEmployee Assistance ProgramTuition reimbursementCareer growth through internal job postingsManagement Development Program: formal mentoring and trainingOpportunities to help improve and build the CEFCU of tomorrow through process teamsOpportunities to personally contribute to corporate financial literacy and community initiativesCasual days to support local charitiesEmployee discounts on entertainment, cell phone plans, theme park tickets, and moreOn-site fitness center, fitness classes, and wellness programIt is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.