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!

The Centralized Financial Advisor (CFA) is responsible for providing phone-based services where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on a wide variety of products. A CFA generates revenue for CEFCU Investment Services by fulfilling members’ financial needs through, executing member-initiated trades, recommendations and sales of appropriate insurance, investment products, and cross-sales to CEFCU. Becomes proficient in brokerage functions, provides support to Advisors, and backs up Sales Assistants based on business needs.

Provides the highest quality member experience, for both internal and external members.

Hours:
Monday - Friday 8:30 am - 5:00 pm

Required:

• Maintains Life/Health Producers license and FINRA 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.
• 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 is member/client-focused with a passion for service, excellence and a positive team attitude.
• Self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance-based environment.
• Effective communicator with an aptitude for sales and relationship management.
• Strong computer skills. Experience with a CRM, including documenting member engagements, utilizing a pipeline, and assigning and executing tasks.
• 0-2 years of licensed experience in securities.

Preferred:

• Associates degree in a business-related field or 2-4 years of licensed experience in securities
• Sales experience in brokerage and insurance operations including products, terms, suitability, and compliance aspects.
• Bilingual, Spanish preferred
• Community involvement through local events and professional organizations
• Wants to establish a long-term career in the financial services industry at a fast-growing organization that rewards hard work and dedication.

Summary Pay Range

The pay range for this position is $24.06 - $28.26.

Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.

Benefits

Financial

Merit-based raises

Health and Welfare

Generous 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 Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan – Pension

Defined Contribution Plan – 401K

Additional Benefits

Employee Assistance Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

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.