{"id":582815,"url":"https://alion.io/job/cefcu-financial-advisor-lincolnbloomingtonnormal-based","title":"Financial Advisor - Lincoln/Bloomington/Normal Based","company":{"id":453777,"name":"CEFCU","domain":"cefcu.com","url":"https://alion.io/company/cefcu-2","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lincoln, United States","Bloomington, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":58656,"max":58656,"currency":"USD","period":"year","gross":null,"usd_annual":58656},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-12T00:00:00Z","employer_posted_date":"2026-08-12","last_verified_at":"2026-11-01T06:17:21Z","board_verified":true,"closed_at":null,"days_open":81,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":81},"description":"Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?\nApply to join Team CEFCU!\nCEFCU 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!\nProvides 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.\nCore Hours\nMonday - Friday 8:45 am - 5:15 pm\nNote: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.\nRequired:\nHigh school diploma or equivalent\nMaintains 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.\nMust possess a current, valid driver’s license, an acceptable driving record, and personal vehicle insurance.\nMust be fingerprinted and pass FINRA’s background checks.\nMust sign Broker-Dealer’s Registered Representative Agreement\n2-6 years of licensed experience in securities\nPreferred:\nCompletion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field \n4-6 years of licensed experience in securities may be considered in place of a degree.\nExperience in member/client relationship management, financial planning, or sales within a financial institution is preferred.\nCertifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)\nBi-lingual, Spanish preferred\nStrong knowledge of investment products, financial planning concepts, and regulatory requirements\nExcellent communication, interpersonal, and relationship-building skills\nSales and business development experience with a focus on financial solutions\nAbility to analyze financial data and present recommendations to member/clients\nProficiency in financial planning software and CRM systems\nAnnual Base Pay Range\nThe 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.\nBenefits\nHealth and Welfare\nGenerous paid time off (Holiday, Personal or Sick Time, Vacation)\nComprehensive Medical, Dental, and Vision coverage (PPO, HDHP)\nFlexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)\nHealth Savings Account\nVoluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)\nLife Insurance\nAccidental Death & Dismemberment Insurance\nDisability Benefits\nDefined Benefit Plan - Pension\nDefined Contribution Plan - 401K\nAdditional Benefits\nEmployee Assistance Program\nTuition reimbursement\nCareer growth through internal job postings\nManagement Development Program: formal mentoring and training\nOpportunities to help improve and build the CEFCU of tomorrow through process teams\nOpportunities to personally contribute to corporate financial literacy and community initiatives\nCasual days to support local charities\nEmployee discounts on entertainment, cell phone plans, theme park tickets, and more\nOn-site fitness center, fitness classes, and wellness program\nIt 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. 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