Financial Advisor (Investment Sales)

Location: Dayton, OH, United States

Salary: $50,000–$75,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with TruStage and Universal 1 Credit Union to provide investment and financial services to credit union members; employment is with TruStage, while hirify.global holds the required securities and insurance licenses.

What you will do

• Service an existing book of business and support members throughout their financial lives.
• Build and grow a client base through Universal 1 Credit Union’s referral system and member community.
• Develop personalized financial solutions without relying on proprietary products.
• Identify new client opportunities across the credit union’s branch territories and deposit base.
• Use hirify.global’s technology, investment platform, tools, and firm-wide resources to support clients.

Requirements

• Series 7 and Series 66 licenses, or Series 63 and 65, required.
• Insurance license required.
• At least three years of investment sales experience.
• Ability to work in Dayton, Ohio.

Culture & Benefits

• Access to an open-architecture platform with thousands of investment products from third-party sponsors.
• Proprietary technology and customized advisory services.
• Resources and expertise to create client-specific solutions.
• Opportunity to leverage Universal 1 Credit Union’s community reputation and member relationships.
• Opportunity to earn sales incentive compensation.