About this role
Financial Advisor - Lincoln/Bloomington/Normal Based at Cefcu. Location: Lincoln or Bloomington or Normal. Role: provides planning, manages relationships, assesses needs Requirements: High school diploma; Life/Health license with FINRA licenses; driver’s license; background checks; 2-6 years licensed securities. Category: Finance and Accounting Seniority: Mid Level Tools: CRM systems, Financial planning software, FINRA licenses Certifications: life/health producer, finra series 7, finra series 66, finra series 63, finra series 65 Commitment: Full Time Workplace: Onsite Languages: English