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Credit Union Financial Advisor Jobs in Springfield, MA

Freedom Credit Union

UNIVERSAL AGENT

Springfield, 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 ...

COCC

Bank Teller

Wilbraham, MA

$17 - $20/hr

Enter and record transactions within the credit union's systems. * Review financial documents for accuracy and compliance. * Promote credit union products and services that meet member needs.

COCC

Universal Banker

Ludlow, MA

$23 - $25/hr

Our client, an established credit union in the Springfield, MA area, is seeking a motivated ... financial needs, and develop skills that can lead to future career advancement. Why this role? This ...

Citizens

Wealth Advisor - Ludlow, MA

Ludlow, MA · On-site

$105K/yr

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services ... which may include initial credit, motor vehicle record, public record, prior employment ...

Citizens Bank

Wealth Advisor - Ludlow, MA

Ludlow, MA · On-site

$105K/yr

... their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client ... which may include initial credit, motor vehicle record, public record, prior employment ...

Robert Half

Commercial Loan Underwriter

Hartford, CT · On-site

$75K - $85K/yr

The ideal candidate has commercial credit underwriting experience gained through a bank, credit union, CDFI, or other financial services organization and possesses strong analytical, financial, and ...

Self Help

Mortgage Loan Officer

Manchester, CT · On-site

$63K - $95K/yr

Responsible for promoting credit union products and services to ensure meeting productivity goals. What you'll do: LOAN MANAGEMENT/BORROWER ADVISEMENT * Meet with loan applicants to discuss viable ...

Self Help

Mortgage Loan Officer

Manchester, CT · On-site

$63K - $95K/yr

Responsible for promoting credit union products and services to ensure meeting productivity goals. What you'll do: LOAN MANAGEMENT/BORROWER ADVISEMENT * Meet with loan applicants to discuss viable ...

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Showing results 21-40

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.

UNIVERSAL AGENT

Freedom Credit Union

Springfield, MA

$19.07 - $28.60/hr

Full-time

Re-posted 3 days ago

Job description

Description

Primary Summary:

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties

Essential Functions/Position Responsibilities:

  • Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. 
  • Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
  • Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.
  • Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
  • Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union.   
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. 


Requirements

Experience

A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred.

Education/Certifications/Licenses

A high school degree or GED is required.

Interpersonal Skills

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

Travel

Float positions require the ability to travel to other branches as scheduling needs require.  


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