Financial Advisor (Financial Services)

Location: Grabill, Indiana, United States

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

Company

Financial services are provided through TruStage at Interra Credit Union, with association and licensing support from hirify.global.

What you will do

• Service an existing book of business after joining the credit union.
• Build a client base through the credit union’s referral system and member community.
• Develop personalized financial solutions using an open-architecture platform and products from third-party sponsors.
• Identify new clients among credit union members and support their financial goals.
• Grow the advisory business using hirify.global’s tools, technology, resources, and support.

Requirements

• Series 7 and Series 66 licenses, or Series 63 and 65, required.
• Insurance license required.
• Three or more years of investment sales experience.
• Employment is with TruStage at Interra Credit Union in Grabill, Indiana; applicants are not applying for employment with hirify.global.
• hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open-architecture access to thousands of investment products from leading third-party sponsors.
• Resources and expertise to create solutions tailored to client goals.
• Existing branch territories with significant deposit bases and established member relationships.
• Opportunity to grow an advisory business within a community-focused credit union.