Financial Advisor - CEFCU

Location: Normal, Illinois, United States

Salary: $55,000–$75,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage to provide financial services and investment programs for credit union clients, with employment for this role through TruStage at CEFCU.

What you will do

• Build and manage a strong client base through CEFCU’s member referral system.
• Help credit union members and families identify financial goals and create personalized solutions.
• Provide access to investment products from third-party product sponsors through an open architecture platform.
• Develop new client relationships through the credit union’s member base and branch territories.
• Use hirify.global’s technology, tools, and firm-wide resources to grow the investment program and advisory business.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• Three or more years of investment sales experience.
• Employment is with TruStage, while hirify.global holds the required securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Work with a team supporting CEFCU members throughout their financial lives.
• Access proprietary technology and customized advisory services.
• Use an open architecture platform with thousands of investment products.
• Receive resources and expertise to develop client-focused financial solutions.
• Benefit from CEFCU’s community reputation, member base, and established referral system.