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Credit Union Financial Advisor Jobs in Springfield, MA

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 ...

Self Help

Member Services Supervisor

Manchester, CT · On-site

Evaluate documents prepared by all MSRs to ensure compliance with credit union policies and ... Financial Sustainability for Mission Impact If you are interested in who we are and what we do ...

Self-Help

Member Services Supervisor

Manchester, CT · On-site

Evaluate documents prepared by all MSRs to ensure compliance with credit union policies and ... Financial Sustainability for Mission Impact If you are interested in who we are and what we do ...

Self Help

Member Services Supervisor

Manchester, CT · On-site

Evaluate documents prepared by all MSRs to ensure compliance with credit union policies and ... Financial Sustainability for Mission Impact If you are interested in who we are and what we do ...

KeyBank

Financial Wellness Associate

Coventry, CT · On-site

... advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their ... Knowledge of various financial products such as loans, credit cards, and investment options, and ...

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

Credit Union Financial Advisor information

See Springfield, MA salary details

$35.8K

$101.7K

$143.3K

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

As of Aug 21, 2026, the average yearly pay for credit union financial advisor in Springfield, MA is $101,665.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,400.00 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.

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 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.

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.

Credit Support Associate II/III- Commercial Credit

Bank of America

Hartford, CT • On-site

$31 - $49.30/hr

Full-time

PTO

Posted 22 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions. Job expectations include acting as a primary liaison with the credit teams, operations, and other business partners.

Responsibilities:

  • Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations

  • Monitors requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation

  • Identifies and resolves data quality issues

  • Identifies opportunities to improve operational efficiency

  • Understands policy and procedures and ensures compliance

Required Qualifications:

  • Credit Guidelines and lending procedures

  • Underwriting systems

  • Credit documentation verification

  • Commercial Lending and Commercial products

Desired Qualifications:

  • Time management

  • Organization

  • Portfolio monitoring

Skills:

  • Attention to Detail

  • Data Collection and Entry

  • Record Keeping

  • Oral Communications

  • Written Communications

  • Collaboration

  • Customer and Client Focus

  • Planning

  • Prioritization

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

**Role can be filled as a level II or III at manager's discretion

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CT - Hartford - 185 ASYLUM ST - CITY PLACE 1 (CT2500), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits informationPay range$31.00 - $49.30 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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