Within two years transitions to a Financial Advisor III. Provides the highest quality member experience, for both internal and external members. Core Hours Monday - Friday 8:45 am - 5:15 pm Note:
Within two years transitions to a Financial Advisor III. Provides the highest quality member experience, for both internal and external members. Core Hours Monday - Friday 8:45 am - 5:15 pm Note:
Sales Advisor with Athletic Background
$70K - $95K/yr
Bring your sports background to a dynamic career as a Financial Advisor. Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current ...
Quick apply
Sales Advisor with Athletic Background
$70K - $95K/yr
Bring your sports background to a dynamic career as a Financial Advisor. Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current ...
Branch Office Administrator
Forsyth, IL · On-site
$18.25 - $18.75/hr
With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind ...
Branch Office Administrator
Forsyth, IL · On-site
$18.25 - $18.75/hr
With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind ...
Branch Office Administrator - Forsyth, IL
Forsyth, IL · On-site
$18.25 - $18.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Forsyth, IL
Forsyth, IL · On-site
$18.25 - $18.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Forsyth, IL
Forsyth, IL · On-site
$18.25 - $18.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Forsyth, IL
Forsyth, IL · On-site
$18.25 - $18.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Financial Professional
Decatur, IL · On-site
At Prudential Advisors we want to help you grow your business and be a resource to you and your ... We support you by offering financial packages designed to make your transition to Prudential as ...
Financial Professional
Decatur, IL · On-site
At Prudential Advisors we want to help you grow your business and be a resource to you and your ... We support you by offering financial packages designed to make your transition to Prudential as ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Insurance Agent - Decatur, IL
Decatur, IL · On-site
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Insurance Agent - Decatur, IL
Decatur, IL · On-site
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Director of Finance
Decatur, IL · Hybrid
$155K - $180K/yr
Serves as trusted financial advisor to the City Manager and City Council on fiscal policy, long-range financial planning, and funding strategies - including tax strategies and debt issuance - that ...
Director of Finance
Decatur, IL · Hybrid
$155K - $180K/yr
Serves as trusted financial advisor to the City Manager and City Council on fiscal policy, long-range financial planning, and funding strategies - including tax strategies and debt issuance - that ...
Financial Representative Entry Level
$62K - $85K/yr
Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial ...
Quick apply
Financial Representative Entry Level
$62K - $85K/yr
Since our founding just five years ago, weve grown from a single full-time advisor to a thriving team of 6 full-time advisors, 6 additional team members, and a dynamic group of College Financial ...
Director of Financial & Tax Planning
Decatur, IL · On-site
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
Decatur, IL · On-site
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
Decatur, IL · On-site
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
Decatur, IL · On-site
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Director of Financial & Tax Planning
$115K - $160K/yr
Serve as a senior advisor for top clients, providing advanced financial, tax, estate, and business planning guidance. * Partner with advisors and relationship managers to design and deliver ...
Student Success Advisor
Decatur, IL · On-site
... financial aid, career services, student life, disability services, and Title IX. • Participate in ... advising, student success, and higher education. • Respond timely to Academic Alert forms ...
Student Success Advisor
Decatur, IL · On-site
... financial aid, career services, student life, disability services, and Title IX. • Participate in ... advising, student success, and higher education. • Respond timely to Academic Alert forms ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
Manager North America Retirement and Financial Wellbeing - Chicago or Decatur, ILJob SummaryThe ... and advisor to HR leadership and business stakeholdersSupport fiduciary governance processes ...
Manager North America Retirement and Financial Wellbeing - Chicago or Decatur, ILJob SummaryThe ... and advisor to HR leadership and business stakeholdersSupport fiduciary governance processes ...
College Financial Representative, Internship Program
Decatur, IL · On-site
$500/wk
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
College Financial Representative, Internship Program
Decatur, IL · On-site
$500/wk
With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship ...
Financial Advisor information
See Decatur, IL salary details
$34.9K - $44.4K
3% of jobs
$44.4K - $54K
3% of jobs
$54K - $63.5K
10% of jobs
$63.5K - $73K
9% of jobs
$73.3K is the 25th percentile. Wages below this are outliers.
$73K - $82.5K
11% of jobs
$82.5K - $92.1K
8% of jobs
The median wage is $98.2K / yr.
$92.1K - $101.6K
11% of jobs
$101.6K - $111.1K
10% of jobs
$111.1K - $120.6K
10% of jobs
$123K is the 75th percentile. Wages above this are outliers.
$120.6K - $130.2K
8% of jobs
$130.2K - $139.7K
19% of jobs
$34.9K
$99.1K
$139.7K
How much do financial advisor jobs pay per year?
How do Financial Advisors typically build and maintain client relationships in their day-to-day work?
What Do Financial Advisors Do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
What does a Financial Advisor do?

$58K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 19 days ago
CEFCU rating
9.1
Based on 9 frontline employees who took The Breakroom Quiz
Job description
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?
Apply to join Team CEFCU!
CEFCU 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!
Provides 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.
Core Hours
Monday - Friday 8:45 am - 5:15 pm
Note: Core hours may change and availability for evening and Saturday hours may occur to meet business needs.
Required:
- High school diploma or equivalent
- Maintains 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.
- Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance.
- Must be fingerprinted and pass FINRA's background checks.
- Must sign Broker-Dealer's Registered Representative Agreement
- 2-6 years of licensed experience in securities
Preferred:
- Completion of Associates, Bachelors, or Master degree in Finance, Business Administration, Economics, Accounting, or a related field
- 4-6 years of licensed experience in securities may be considered in place of a degree.
- Experience in member/client relationship management, financial planning, or sales within a financial institution is preferred.
- Certifications such as Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- Bi-lingual, Spanish preferred
- Strong knowledge of investment products, financial planning concepts, and regulatory requirements
- Excellent communication, interpersonal, and relationship-building skills
- Sales and business development experience with a focus on financial solutions
- Ability to analyze financial data and present recommendations to member/clients
- Proficiency in financial planning software and CRM systems
Annual Base Pay Range
The 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.
Benefits
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It 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. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
About CEFCU
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
501 - 1,000 Employees
Headquarters location
Peoria, IL, US
Year founded
1937