Wealth Advisor (Fintech)

Location: On-site at the Harvard Federal Credit Union branch in Cambridge, MA, United States

Salary: $58,500–$70,000 per year, plus eligibility for sales incentive compensation.

Company

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

What you will do

• Provide holistic, needs-based financial advice to retail clients and prospective customers.
• Offer diversified brokerage, advisory, investment, insurance, and financial planning solutions.
• Build and manage relationships with branch managers, branch staff, and centers of influence.
• Support branch referral efforts, cross-selling opportunities, and referrals back to the credit union.
• Meet or exceed sales goals while maintaining compliance with regulatory, broker-dealer, and institutional requirements.
• Deliver a high-quality customer experience through consultative client interactions.

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 Series 66 registration where required; any required inactive registration must be obtained within the first six months.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Strong investment sales results and experience selling products and services to investment clients.
• Knowledge of bank-based investment markets, investment and insurance products, and financial planning.

Culture & Benefits

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