Financial Advisor - PenFed Credit Union

Location: Humacao, Puerto Rico, United States

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

Company

hirify.global partners with TruStage to provide financial services through credit unions; this role is employed by TruStage, associated with hirify.global, and located at PenFed Credit Union.

What you will do

• Serve PenFed Credit Union members with financial and investment solutions throughout their financial lives.
• Service an existing book of business and build a client base through the credit union’s referral system and member community.
• Develop new client relationships across branch territories with significant deposit bases.
• Create client solutions without proprietary product restrictions.
• Use hirify.global’s technology, investment products, resources, and support to grow the advisory business.

Requirements

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

Culture & Benefits

• Support a local credit union community and help members and families pursue financial goals.
• Access proprietary technology and customized services.
• Use an open architecture platform with thousands of investment products from third-party sponsors.
• Receive resources and expertise across the firm for creating client solutions.
• Work with flexibility to create solutions aligned with individual client goals.