Wealth Advisor (Fintech)

Location: On-site at a local branch in Burlington, Vermont, 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 for their clients through an employee advisor model.

What you will do

• Serve as a dedicated Wealth Advisor for an assigned EastRise Credit Union branch or group of branches.
• Provide comprehensive, needs-based brokerage, advisory, investment, and insurance solutions to retail clients.
• Use a consultative and holistic sales process to solicit new and existing investments and insurance solutions.
• Build strong relationships with branch managers, branch staff, and centers of influence while supporting referral efforts.
• Develop knowledge of core institution products to support cross-selling and generate appropriate referrals back to the credit union.
• Meet or exceed territory sales goals while following regulatory, broker-dealer, and institutional policies and delivering high-quality customer service.

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 applicable state Life Insurance License.
• Active Series 7 registration.
• Active Series 63 registration if required by the state of hire.
• Active Series 65 or 66 registration if required by the state of hire; if required and not active, acquisition is required within the first six months of employment.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer-specific applications.
• Strong verbal, written, and interpersonal communication, organization, research, analysis, customer service, business-focus, and attention-to-detail skills.
• Ability to collaborate, work independently, stay self-motivated, and operate in a fast-paced, client-focused, team-oriented environment.

Nice to have

• Demonstrated ability to sell products and services to investment clients, with evidence of strong sales results.
• Broad knowledge of client and partner characteristics and needs within the bank-based investment market.
• Excellent knowledge of investment and insurance products and financial planning.
• Bachelor’s degree.

Culture & Benefits

• On-site work at a local credit union branch.
• Client-focused, team-oriented environment emphasizing collaboration, creativity, and continuous improvement.
• Sales incentive compensation eligibility in addition to the stated salary range.