ZipRecruiter

Log In

1

Credit Union Financial Advisor Jobs in Springfield, MA

Freedom Credit Union

FT TELLER

Ludlow, MA

$16.50 - $20.80/hr

... credit union associates assuring a positive experience and minimizing wait time. Essential Functions/Position Responsibilities: Demonstrate efficiency with financial transactions for checking ...

Freedom Credit Union

PT TELLER

Northampton, MA

$16.64 - $24.96/hr

... credit union associates assuring a positive experience and minimizing wait time. Essential Functions/Position Responsibilities: * Demonstrate efficiency with financial transactions for checking ...

Freedom Credit Union

PT TELLER

Northampton, MA · On-site

$16 - $20/hr

... credit union associates assuring a positive experience and minimizing wait time. Essential Functions/Position Responsibilities: * Demonstrate efficiency with financial transactions for checking ...

Freedom Credit Union

FT TELLER

Ludlow, MA · On-site

$20.80/hr

... credit union associates assuring a positive experience and minimizing wait time. Essential Functions/Position Responsibilities: • Demonstrate efficiency with financial transactions for checking ...

Freedom Credit Union

PT UNIVERSAL AGENT

Northampton, MA

$19.07 - $28.60/hr

This position is the Member Ambassador for the financial institution with the overall purpose of ... Adhere to all service standards set by the credit union. * Must comply with applicable laws and ...

Freedom Credit Union

PT UNIVERSAL AGENT

Northampton, MA · On-site

$15 - $20/hr

This position is the Member Ambassador for the financial institution with the overall purpose of ... Adhere to all service standards set by the credit union. * Must comply with applicable laws and ...

Freedom Credit Union

UNIVERSAL AGENT

Springfield, MA · On-site

This position is the Member Ambassador for the financial institution with the overall purpose of ... Adhere to all service standards set by the credit union. * Must comply with applicable laws and ...

next page

Showing results 1-20

All JobsCredit Union Financial Advisor JobsCredit Union Financial Advisor Jobs in Springfield, MA

Credit Union Financial Advisor information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

How much do credit union financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for credit union financial advisor in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 per year, depending on experience, location, and employer.

What does a credit union financial advisor do?

A Credit Union Financial Advisor helps members of a credit union manage their finances, plan for the future, and achieve their financial goals. They provide personalized advice on investments, retirement planning, savings, insurance, and debt management. Unlike advisors at traditional banks, they often focus on member-centric service and may offer products and guidance tailored to the credit union’s membership. Their ultimate goal is to support the financial well-being of credit union members.

What are the key skills and qualifications needed to thrive as a credit union financial advisor, and why are they important?

To thrive as a Credit Union Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and relevant certifications such as Certified Financial Planner (CFP) or FINRA licenses is typically required. Strong interpersonal skills, ethical judgment, and effective communication set top advisors apart when building trust with members. These skills are vital for providing sound financial guidance, fostering client relationships, and ensuring regulatory compliance in a member-focused environment.

What is the difference between Credit Union Financial Advisor vs Financial Planner?

AspectCredit Union Financial AdvisorFinancial Planner
CertificationsSeries 6/7, 63, 65/66, possibly CFPCFP, Series 7, 66, and other certifications
Work EnvironmentCredit unions, financial institutionsIndependent or firm-based, various settings
Primary FocusOffering financial products, investment advice within credit unionsComprehensive financial planning, estate, retirement, investments

Credit Union Financial Advisors typically focus on providing investment and financial product advice within credit unions, often holding specific industry certifications. Financial Planners offer broader, holistic financial planning services, often with advanced certifications like CFP. Both roles serve clients' financial needs but differ in scope and environment.

How does a credit union financial advisor typically collaborate with other departments within the credit union?

A Credit Union Financial Advisor often works closely with member service representatives, loan officers, and branch managers to provide holistic financial guidance to members. This collaboration ensures that members receive integrated solutions, such as combining investment advice with lending or savings products. Advisors may also participate in cross-departmental meetings to stay updated on new products and regulatory changes. Building strong interdepartmental relationships helps advisors deliver tailored recommendations and enhances the overall member experience.

What are popular job titles related to Credit Union Financial Advisor jobs in Springfield, MA?

For Credit Union Financial Advisor jobs in Springfield, MA, the most frequently searched job titles are:

What job categories do people searching Credit Union Financial Advisor jobs in Springfield, MA look for?

The top searched job categories for Credit Union Financial Advisor jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Credit Union Financial Advisor jobs?

Cities near Springfield, MA with the most Credit Union Financial Advisor job openings:

Credit Union Financial Advisor jobs near you
Infographic showing various Credit Union Financial Advisor job openings in Springfield, MA as of June 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 100% In-person job distribution, with an average salary of $101,777 per year, or $48.9 per hour.

Wealth Advisor - American Eagle Financial Credit Union

LPL Financial

Hartford, CT • On-site

Full-time

Re-posted 2 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at American Eagle Financial Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.

This role will require the employee to work on-site at the local bank branch located in Hartford, CT.

Job Overview:

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.

Responsibilities:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
  • Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions
  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
  • Delivering a high quality customer service experience during each customer interaction
  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for?

We wantstrong collaborators who can deliver a world-class client experience. We are looking for people who thrive in afast-paced environment, are client-focused, team oriented, and are able to execute in a way that encouragescreativityandcontinuous improvement.

Requirements:

  • High school diploma or equivalent (Bachelor's Degree Preferred)
  • Minimum of two (2) years investment sales experience (preferably in a financial institution)
  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Preferences:

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

  • Strong self-motivation and ability to work independently
  • Excellent verbal, written and interpersonal communication skills
  • Possess strong organization skills
  • Excellent customer service and business focus with a great attention to detail
  • Effective research and analysis skills

#LI-Onsite


Pay Range:58500-70000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply