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Licensed Investment Services Assistant

CEFCU

CEFCU

Peoria, IL, USA
Posted on Friday, June 7, 2024

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!

Assists Financial Advisors in the areas of customer service, problem resolution, and marketing to increase member satisfaction and the productivity and efficiency of the CEFCU Investment Services program. Maintains required licenses and continuing education/training. Backs-up the Investment Services Support Team as needed.

Required:

• High school diploma or equivalent.
• Maintains FINRA Securities Industry Essentials (SIE) and Series 7 license and be able to complete continuing education/testing requirements as needed to maintain professional licenses.

• Computer literacy required including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.

• Excellent interpersonal and communication skills.

• 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.

• Sales support experience in investment operations.

Preferred:

• Associate's degree from an accredited university.

• Professional experience in securities and/or insurance industries.

• Experience with Customer Relationship Management (CRM) systems (including Salesforce).

• Knowledge of investment and retirement products.

• Proven history of meeting or exceeding established sales, referral, and up-sale goals.

• Establish community involvement through local events and professional organization.

• Fluency in Spanish is a plus.

It 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.