Wealth Advisor (Financial Services)

Location: Pittsburgh, PA; on-site at a local Clearview Federal Credit Union branch

Salary: $58,500–$70,000 per year, plus eligibility for sales incentive compensation

Company

hirify.global collaborates with credit unions to provide financial services and investment solutions for their clients.

What you will do

• Provide advice-based investment, insurance, brokerage, and financial planning solutions to branch customers.
• Use a consultative and holistic sales process to assess client needs and recommend diversified solutions.
• Build and manage relationships with retail branch managers, branch staff, and centers of influence.
• Support branch referral efforts, identify cross-selling opportunities, and generate referrals to the credit union.
• Deliver high-quality customer service while meeting sales goals and complying with applicable policies and regulations.

Requirements

• High school diploma or equivalent; a bachelor’s degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active applicable state life insurance license, Series 7 registration, and Series 63 registration when required by the state of hire.
• Active Series 65 or Series 66 registration when required; missing required registration must be obtained within the first six months of employment.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.
• Strong communication, organization, research, analysis, customer service, and independent working skills.

Nice to have

• Proven success selling products and services to investment clients.
• Knowledge of client and partner needs in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Client-focused, team-oriented environment emphasizing collaboration and a high-quality client experience.
• Fast-paced workplace that encourages creativity and continuous improvement.
• Opportunity to earn additional sales incentive compensation.