VP CFS Wealth Management

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana.

Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you. 

Centra Credit Union has an exciting opportunity for a Centra has an opportunity for a Vice President CFS Wealth Management based in Columbus, Indiana.

This position serves the financial needs of Credit Union Members and Non-Members through consultation, sell, and portfolio management of Centra Financial Services (CFS) Wealth Management financial products and services.

This individual is responsible for leading the CFS Investment Consultants and CFS Wealth Management Support Team Members to grow market visibility, market share, organizational health, net new assets, number of Members served with a strong emphasis on coaching and development of CFS Investment Consultants and cultivating service and value for our Members and our Communities.

Spanish/English interpreters may be eligible for an interpreting differential. 

ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested.

Reasonable accommodations may be made to enable individuals with disabilities to perform.


* Promotes growth and development of CFS Wealth Management.

Performs functions to lead and manage CFS Wealth Management activities and Team Members to goal achievement, strategic plan alignment, and in accordance with Centra’s values and service commitments.


* Sales and servicing of Property and casualty insurance.


* Provides business related subject matter expertise, analyzes, recommends, and introduces new products, services, and strategies to promote growth, competitiveness to market, quality user/Member experiences, and efficiency offered through CFS Wealth Management.


* Cultivates relationships with businesses and other external prospects through active participation in business development activities and striving for best-in-class Member Experience to facilitate retention and growth.


* Collaborates with CFS Wealth Management leadership as well as other internal line of business stakeholders on projects, strategic planning, cross departmen...