Wealth Advisor

Location: Onsite at multiple Central Region branches and Scottsdale, Arizona

Company

hirify.global provides financial products and services designed to support members, families, and local communities.

What you will do

• Analyze members' financial goals and recommend suitable investment, insurance, and securities products.
• Build long-term member relationships through periodic reviews and total-needs-based planning.
• Develop business through branch partnerships, community involvement, marketing activities, and member appointments.
• Work with branch management, lending, and Business Services associates to build profitable relationships.
• Maintain client files, CRM records, tracking data, and required reporting.
• Conduct all activities in compliance with broker-dealer, insurance, securities, FINRA, and applicable legal requirements.

Requirements

• High school diploma required; a bachelor's degree in economics, finance, business, or equivalent experience is preferred.
• 1–3 years of related experience, including at least two years as a Financial Advisor.
• SIE, Series 7, and Series 63/65 or Series 66 registrations required.
• Arizona Life, Health, and Variable Products license required.
• Ability to achieve production goals with minimal dependence on credit union referrals.
• Ability to work at Central Region branches and the Scottsdale location.

Nice to have

• Certified Financial Planner (CFP) certification.

Culture & Benefits

• Paid holidays, floating holidays, personal days, vacation, and sick time.
• Low-cost medical, dental, and vision plans.
• Paid childcare assistance and student loan repayment.
• 401(k) plan, gym fee reimbursement, and tuition reimbursement.
• Required training and informational meetings support ongoing compliance and professional development.