CA-Financial Advisor

Are 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.

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 equivalent
• Maintains 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 Agreement
• 2-6 years of licensed experience in securities

Preferred:

• Completion of Associates, Bachelors, or Master's degree in Finance, Business Administration, Economics, Accounting, or a related field
• 4-6 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 preferred
• Strong knowledge of investment products, financial planning concepts, and regulatory requirements
• Excellent communication, interpersonal, and relationship-building skills
• Sales and business development experience with a focus on financial solutions
• Ability to analyze financial data and present recommendations to member/clients
• Proficiency in financial planning software and CRM systems

Annual Base Pay Range

The pay range for this position is $68, $68,640.00.

This position is eligible for incentive pay opportunities based on sales performance.

Benefits

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)
Flexible Spending Plan (Medical Reimbursement