Financial Advisor - Michigan State University Federal Credit Union

Location: Lansing, Michigan, United States

Salary: $50,000–$75,000 per year, plus eligible sales incentive compensation.

Company

Financial services support is provided through TruStage and associated with hirify.global for the investment program at Michigan State University Federal Credit Union.

What you will do

• Serve credit union members at different stages of their financial lives.
• Service an existing book of business and develop a strong client base through the credit union’s referral system.
• Build new client relationships through the credit union’s member base and branch territories.
• Create personalized financial solutions using an open architecture platform and non-proprietary products.
• Grow the advisory business with hirify.global’s tools, technology, resources, and support.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• Three or more years of investment sales experience.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Access to thousands of investment products from third-party product sponsors.
• Resources and expertise to develop solutions aligned with client goals.
• Opportunity to work with an established credit union member base and community reputation.