Financial Advisor - Adventure Credit Union

Location: Grand Rapids, Michigan, United States

Salary: $59,000–$75,000 per year, plus eligible sales incentive compensation.

Company

hirify.global supports financial institutions with investment services, technology, products, and advisor resources; employment for this role is with Adventure Credit Union.

What you will do

• Service an existing book of business upon hire.
• Build and grow a client base through Adventure Credit Union’s referral system and client network.
• Develop financial solutions tailored to client goals using an open-architecture platform.
• Support clients and families across different stages of their financial lives.
• Use hirify.global’s technology, investment products, and firm-wide resources to grow the advisory business.

Requirements

• Series 7 and Series 66 licenses, or Series 63/65 combination, required.
• Insurance license required.
• At least three years of investment sales experience required.
• Ability to work with credit union clients and develop new client relationships.

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 create client-specific solutions without proprietary product restrictions.
• Existing branch territories with significant deposit bases and potential client opportunities.
• Opportunity to build and grow an advisory business with support from hirify.global and Adventure Credit Union.