Come join the rapidly expanding CoVantage Retirement & Investment Services team within a nationally recognized top 1% credit union. This role serves an established, multi-state clientele that has been built over the last 29 years. The advisor partners closely with front line retail staff, commercial lenders, mortgage lenders and branch leaders to foster warm internal introductions to focus on financial planning, not product sales. You will work alongside other experienced advisors that will coach and mentor you as build personalized financial strategies that help our members achieve their financial goals, address their concerns, and secure their future. Foster authentic, long-term relationships that span generations, guiding families toward financial security and multi-generational wealth.
CoVantage CU offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing exceptional service to members.
As a CoVantage team member, you’ll receive a 401k employer match of up to 200%, a generous employer HSA contribution, and paid time off for community service.
Job Duties
- Conveys personal, actionable and achievable financial advice and connects members to financial products that align with their needs.
- Responds to member inquiries and referrals that are generated from both their own contacts and from other CoVantage strategic partners and travels to credit union branches as necessary to meet with members.
- Is familiar with and adheres to all aspects and provisions of company policies as they pertain to the individual’s assigned job duties.
- Delivers financial solutions and service to internal and external members which consistently exceeds expectations.
- Cultivates strong relationships with members by consistently using the prescribed sales process.
- Cultivates strong working relationships and trust among credit union staff by conducting regular training, attendance/participation at credit union staff meetings and functions and sending referrals back to the credit union.
Qualifications
- 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.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in business or finance
- Valid U.S. driver's license
- Life, Health and variable insurance license
- FINRA Securities Industry Essentials Examination
- FINRA Series 6, 63, and IAR (65 or appropriate designation) registrations
- FINRA Series 7
- LUTCF, CLU, ChFC or CFP or other industry designation
CoVantage Credit Union Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CoVantage Credit Union and has not been reviewed or approved by CoVantage Credit Union.
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Retirement Support — A very strong employer 401(k) match begins shortly after hire, materially boosting long‑term savings. This stands out as a core component of total rewards.
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Strong & Reliable Incentives — Annual incentive opportunities tied to company and individual outcomes add meaningful upside to cash compensation. The program is consistently highlighted as part of the package.
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Leave & Time Off Breadth — Paid vacation, sick time, holidays, a birthday day, and paid volunteer time create a broad time‑off offering. These predictable days off complement core pay elements.
CoVantage Credit Union Insights
What We Do
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. 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 500 employees in 24 locations serving 180,000+ 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.
