Registered Investment Services Assistant
CEFCU —Peoria, IL
- $22.02 - $25.88 an hour
- Full-time
- Spanish
- Clean driving record
- Microsoft Excel
- Wellness program
- Health savings account
14d
Licensed Investment Services Assistant
CEFCU —Peoria, IL
- From $19.71 an hour
- Full-time
- Background check
- Spanish
- Clean driving record
- Health savings account
- Health insurance
Financial Advisor
Goodfield State Bank / Midwestern Securities Trading Company, LLC —Goodfield, IL
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Compliance Officer
Midwestern Securities Trading Company, LLC —East Peoria, IL
- $60,000 - $90,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health savings account
- Health insurance
Quick Apply
Investment Advisor Representative
INB, N.A. —Peoria, IL
- $72,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Commerce Bank —Peoria, IL
- $50,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Peoria, IL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Peoria, IL
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate– Retirement Benefits Group (Peoria, IL)
Equitable Advisors —Peoria, IL
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Licensed Investment Services Assistant
CEFCU —Peoria, IL
Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance. Associate's degree from an accredited university.
From $19.71 an hour
Physical Therapist Assistant - Hospital Weekends
Professional Therapy Services, Inc. —Peoria, IL
At PTS, therapists and assistants work with leadership to design roles around their strengths and interests. Join Professional Therapy Services (PTS) at Carle…
$25 - $32 an hour
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Series 7 / 66 ( 63/65 ) (Required). We offer a competitive compensation and benefits package including…
$60,000 - $70,000 a year
Quick Apply
8d
Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for series 7 in peoria, il

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

series 7 jobs near peoria, il

Registered Investment Services Assistant

CEFCU -
Peoria, IL

Apply Now

Job Details

Full-time
$22.02 - $25.88 an hour
14 days ago

Benefits

Wellness program
Health savings account
AD&D insurance
Paid holidays
Dependent care reimbursement
Health insurance
On-site gym
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
Employee discount
Life insurance

Qualifications

Computer operation
Investment advisory support
Sales support
Financial services customer support
Microsoft Excel
Microsoft Outlook
Computer literacy
Administrative experience
High school diploma or GED
Series 7
Driver's License
Securities Industry Essentials
Investment account customer support
Life & Health Insurance License

Full 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!

Assists Financial Advisors in the areas of customer service, placing trades, complex problem resolution, and marketing to increase member satisfaction and the productivity and efficiency of the CEFCU Investment Services program. Maintains required licenses and continuing education/training. Performs discount brokerage functions. Backs-up the Investment Services Support Team as needed.

Provides the highest quality member experience, for both internal and external members.

Hours: Monday - Friday 8:30 a.m. - 5:00 p.m.

Required:

High school diploma or equivalent.

0-2 years’ administrative assistant or member service experience.
Maintains Illinois Life/Health Insurance license and FINRA Securities Industry Essentials (SIE), Series 7 and Series 66, or Series 7, 63, and 65 or Series 7, 63, and 66 licenses, and be able to complete continuing education/testing requirements as needed to maintain professional licenses.
Computer literacy required including knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.
Excellent interpersonal and communication skills.
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 including non-solicitation clauses.
Sales support experience in investment operations.
Professional experience in securities and/or insurance industries.
Knowledge of investment and retirement products.

Preferred:

Bachelor’s degree from an accredited university.
Experience with Customer Relationship Management (CRM) systems (i.e., Salesforce).
Proven history of meeting or exceeding established sales, referral, and up-sale goals.
Establish community involvement through local events and professional organization.
Fluency in Spanish is a plus.

Summary Pay Range

The anticipated starting pay range for this position is $22.02 - $25.88.

The pay range listed represents the anticipated starting range for a successful candidate. Final compensation will be based on factors such as experience, skills, and qualifications.

Please note that salary is only one component of total compensation at CEFCU.

Benefits

Financial

Merit-based raises

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.

Apply Now

Refine Your Search

series 7 jobs in peoria, il

Registered Investment Services Assistant

Licensed Investment Services Assistant

Financial Advisor

Compliance Officer

Investment Advisor Representative

Financial Advisor

Wealth Management Associate

Wealth Management Associate - Retirement Benefits Group

Wealth Management Associate– Retirement Benefits Group (Peoria, IL)

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for series 7 in peoria, il

Explore jobs in more locations

Benefits

Job Seeker Tools

Employer Tools

Browse

Stay Connected