Financial Advisor (Altra Federal Credit Union)

Location: Clarksville, Tennessee, United States

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

Company

Financial services are provided through TruStage at Altra Federal Credit Union, with the advisor associated with hirify.global; the advisor is not an employee of hirify.global.

What you will do

• Serve credit union members at different stages of their financial lives.
• Service an existing book of business upon hire.
• Build a client base through the credit union’s referral system and member network.
• Develop financial solutions using an open architecture platform and products from third-party sponsors.
• Grow the advisory business using LPL’s technology, tools, resources, and support.

Requirements

• Series 7 and Series 66, or Series 63/65, required.
• Insurance license required.
• Three or more years of investment sales experience required.
• Ability to work with credit union members and develop client relationships.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Access to thousands of investment products from leading third-party product sponsors.
• Resources and expertise across the firm for developing client solutions.
• Freedom to create solutions tailored to individual client goals.
• Opportunity to work with a credit union supporting the local community.