Financial Advisor (Investment Sales)

Location: Warminster, Pennsylvania, United States

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

Company

hirify.global partners with TruStage to provide financial services to credit union clients, while employment for this role is with TruStage and the advisor is associated with hirify.global.

What you will do

• Serve American Heritage Credit Union members across every stage of their financial lives.
• Service an existing book of business upon hire.
• Build and expand a client base through the credit union’s referral system and member network.
• Create personalized financial and investment solutions without proprietary product restrictions.
• Use LPL technology, tools, investment products, and firm-wide resources to grow the advisory business.

Requirements

• Three or more years of investment sales experience.
• Series 7 and Series 66 licenses required; Series 63/65 accepted.
• Insurance license required.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Access to proprietary technology and customized services.
• Open-architecture platform with thousands of investment products from third-party sponsors.
• Resources and expertise to develop solutions aligned with client goals.
• Existing credit union member relationships, branch territories, and referral opportunities.
• Opportunity to grow an independent advisory business supported by hirify.global.