Financial Advisor
CoVantage Credit Union		Wisconsin, United States • Stevens Point, Wisconsin, United States • Wisconsin, United States • Michigan, United States • Michigan, United States • Wisconsin, United States
Posted January 7, 2026
Full Time
About the Company
CoVantage Credit Union is a mission-based organization that takes pride in giving back to their communities and providing exceptional service to members.
Job Description
Join CoVantage Credit Union’s growing CRIS team as a Financial Advisor and receive a 401k employer match of up to 200% and paid time off for community service.
Requirements
- 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.
Benefits
- 401k employer match of up to 200%
- Generous employer HSA contribution
- Paid time off for community service
