Financial Advisor - Teachers Federal Credit Union

Location: Manorville, NY, United States; on-site at Teachers Federal Credit Union.

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

Company

hirify.global partners with TruStage to provide financial services through credit union investment programs; employment for this role is with TruStage, with association to hirify.global.

What you will do

• Serve Teachers Federal Credit Union members with financial and investment solutions throughout 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 client-specific solutions using an open-architecture platform and access to thousands of third-party investment products.
• Grow the advisory business across branch territories with support from LPL tools, technology, resources, and expertise.

Requirements

• Series 7 and Series 66 licenses required; Series 63/65 accepted as applicable.
• Insurance license required.
• Three or more years of investment sales experience required.

Culture & Benefits

• Work with a credit union team focused on supporting the local community and its members.
• Access proprietary technology and customized services.
• Use an open-architecture platform with products from leading third-party sponsors.
• Receive resources and expertise to develop client solutions without proprietary product restrictions.
• Benefit from the credit union’s reputation, community standing, referral system, and deposit base.