Financial Advisor - Southeast Financial Credit Union

Location: Nashville, Tennessee, United States

Salary: $45,000–$75,000 per year, plus sales incentive compensation

Company

Financial advisory services are provided through TruStage in partnership with hirify.global and Southeast Financial Credit Union.

What you will do

• Serve Southeast Financial Credit Union members across 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 personalized financial solutions without proprietary product restrictions.
• Use hirify.global’s technology, investment products, resources, and support to grow the advisory business.

Requirements

• Series 7 and Series 66, or Series 63/65 licenses required.
• Insurance license required.
• Three or more years of investment sales experience.
• Ability to work in Nashville, Tennessee.

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to create solutions aligned with client goals.
• Opportunity to work with an established credit union member base and community reputation.
• Employment is with TruStage; hirify.global holds the required securities and insurance licenses in accordance with regulatory requirements.