Investment Services Assistant Trainee

Investment Services Assistant Trainee page is loaded## Investment Services Assistant Trainee locations:
Peoria ILtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
R3832

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!
* Actively pursues and obtains required licenses. Transitions to Registered Investment Services Assistant upon attainment of required licenses, not exceeding seven months. If candidate fails testing, they are not eligible for a position in the Investment Services department – normal HR job fail procedures would apply.
Provides the highest quality member experience, for both internal and external members.

Hours:

Monday - Friday 8:30 a.m.

- 5:00 p.m.
*
* Required:

*** 0-2 years’ experience
* Associates Degree in a business-related field
* Must obtain Life/Health Producers Insurance license and Financial Industry Regulatory Authority (FINRA)- Securities Industry Essentials (SIE), Series 7 and Series 66, or Securities Industry Essentials (SIE), Series 7, 63, and 65 or Series 7, 63, and 66 licenses within seven (7) months or less of and be able to complete continuing education/testing requirements as needed to maintain professional licenses.
* 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
** Preferred:
*** Knowledge of both investment and insurance operations including products, terms, suitability, and compliance aspects.
* Meeting or exceeding established sales, referral, and up-sale goals.
* Professional experience in securities/insurance industries
* Bachelor’s Degree
* Bilingual, Spanish preferred
** Summary Pay Range
** The pay range for this position is $16.63 - $19.55.### ###
* Compensation offered may vary based on skills and experience. 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)
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.
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