Wealth Advisor (Financial Services)

Location: On-site at a local credit union branch in Chalfont, Collegeville, Harleysville, Lansdale, Quakertown, West Point, or Upper Gwynedd, Pennsylvania

Salary: $70,000–$80,000 per year, plus eligibility for sales incentive compensation.

Company

hirify.global collaborates with banks and credit unions to provide financial services and investment solutions to their clients.

What you will do

• Provide advice-based, comprehensive investment, insurance, brokerage, and advisory solutions to credit union clients.
• Use consultative sales processes and assessment tools to identify and address individual client needs.
• Build relationships with retail branch managers, branch staff, and centers of influence to support referrals and cross-selling.
• Solicit new and existing investments and insurance solutions for an assigned book of business and territory.
• Deliver a high-quality customer experience while meeting established sales goals.
• Operate in compliance with broker-dealer, regulatory, and institutional policies and requirements.

Requirements

• High school diploma or equivalent; a bachelor’s degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or 66 registration; if required and not active, obtain it within the first six months of employment.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.

Nice to have

• Proven success selling products and services to investment clients.
• Knowledge of clients and partners in the bank-based investment market.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented working environment.
• Emphasis on collaboration, creativity, and continuous improvement.
• Opportunity to work independently while partnering closely with branch teams.
• Sales incentive compensation is available in addition to the base salary.