Financial Advisor
CoVantage Credit UnionHighlight
Summary
About the Role
About You
- Bachelor's degree in business, finance, or equivalent work experience.
- Valid U.S. driver's license required.
- Life, Health and variable insurance license preferred or attain within appropriate timeframe.
- FINRA Securities Industry Essentials Examination preferred or attain within appropriate timeframe.
- FINRA Series 6, 63, and IAR (65 or appropriate designation) registrations preferred or attain within appropriate timeframe.
- FINRA Series 7 preferred.
- LUTCF, CLU, ChFC or CFP or other industry designation preferred.
Benefits
- 401k employer match of up to 200%
- Generous employer HSA contribution
- Paid time off for community service
Our mission is to welcome all regardless of wealth; provide outstanding value and exceptional service; work with members experiencing financial challenge; and remain financially strong. CoVantage Credit Union came into business in 1953. The office had just two employees in the basement of the now non-operational Antigo Co-op Oil Association bulk plant. From the beginning, CoVantage has been member-owned and operated, with a philosophy of doing business for "people-not-profit" that still holds true today. Over the years, we’ve grown significantly, with over 415 employees in 19 locations serving 120,000+ members! Our culture sets us apart from the rest. We start by hiring the best people and present them with exciting challenges and growth opportunities. Our employees go beyond handling financial matters. They give back to our Wisconsin and upper Michigan charter-area communities by promoting financial literacy to students and adults, and by volunteering for civic groups, school events, and more. Employees are eligible for bonus pay of 4% or more per year based on role. The bonus is based on wages paid from Jan. 1 through Dec. 31 of the previous year. The percentage received is based on the overall financial performance of CoVantage and individual employee performance. Eligible employees can participate in health and dental insurance. There are three different health insurance options to choose from, along with Health Savings Account and Flexible Spending Account options that potentially include generous employer contributions! Additional benefits include: -A generous 401(k) employer match of up to 200% -Paid vacation plus paid sick leave every year for eligible employees -Paid holidays and your birthday off with pay -Plus, paid time off to volunteer in your community! If this sounds like an organization you would be proud to work for, we want you. We'll give you a chance to grow and an opportunity to serve. To learn more, visit www.covantagecu.org/careers.