Financial Advisor - 3 Rivers Federal Credit Union

Location: Fort Wayne, Indiana, United States

Salary: $75,000–$200,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks and credit unions to provide investment and financial services through local investment programs. Employment for this role is with 3 Rivers Federal Credit Union, while hirify.global holds the required securities and insurance licenses.

What you will do

• Service an existing book of investment-services business.
• Build and grow a client base through the credit union’s referral system and community relationships.
• Develop financial solutions tailored to clients’ goals without proprietary product restrictions.
• Find new clients through the credit union’s customer base and branch territories.
• Use hirify.global’s technology, investment products, tools, and support resources to serve clients.

Requirements

• Series 7 and Series 66, or Series 63/65, required.
• Insurance license required.
• Three or more years of investment sales experience.

Culture & Benefits

• Access to proprietary technology and customized services.
• Open-architecture platform with thousands of investment products from third-party sponsors.
• Firm-wide resources and expertise for creating client solutions.
• Existing branch territories with significant deposit bases and potential client referrals.
• Opportunity to build an independent business supported by the credit union’s reputation and community standing.