Financial Advisor - Sun Federal Credit Union

Location: Toledo, OH, United States

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

Company

hirify.global partners with TruStage and SUN FEDERAL CREDIT UNION to provide investment and financial services to credit union members; employment is with TruStage, while hirify.global holds the required securities and insurance licenses.

What you will do

• Serve an existing book of business upon hire.
• Build and expand a client base through the credit union’s referral system and member community.
• Provide financial solutions tailored to clients’ goals without being limited to proprietary products.
• Support members and families through different stages of their financial lives.
• Develop the advisory business across several branch territories with significant deposit bases.
• Use hirify.global’s technology, investment platform, and firm-wide resources to serve clients.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• At least three years of investment sales experience.
• Ability to work with credit union members and develop client relationships.

Culture & Benefits

• Full-time opportunity with access to an existing book of business.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Access to proprietary technology and customized advisory services.
• Resources and expertise to create solutions specific to client goals.
• Support for growing an advisory business through the credit union’s community reputation and member base.