Financial Advisor - San Francisco Federal Credit Union (Fintech)

Location: San Francisco, CA, United States

Salary: $150,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with banks and credit unions to provide investment and financial services through affiliated advisors.

What you will do

• Join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with hirify.global.
• Build and grow a client base through the credit union’s referral system and existing client relationships.
• Identify new clients through the credit union’s customer base and community presence.
• Create personalized financial solutions using an open-architecture platform and products from third-party sponsors.
• Use LPL technology, tools, services, and firm-wide resources to support client relationships and grow the advisory business.

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.
• Employment is with San Francisco Federal Credit Union; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open-architecture investment platform with thousands of products from leading third-party sponsors.
• Resources and expertise to develop solutions aligned with client goals.
• Access to multiple branch territories with significant deposit bases and established community relationships.
• Freedom to create client solutions without proprietary product restrictions.