Financial Advisor

Location: Houston, TX, United States

Salary: $72,000–$100,000 annually, plus eligible sales incentive compensation.

Company

hirify.global partners with credit unions to provide investment and financial services, while employment for this role is with University Federal Credit Union.

What you will do

• Build and grow a strong client base through University Federal Credit Union's referral system and client network.
• Support clients and families with financial solutions throughout their financial lives.
• Develop new client relationships through the credit union's existing client base and community presence.
• Create investment solutions without proprietary product restrictions.
• Use LPL's technology, tools, customized services, and firm-wide resources to grow the advisory business.
• Provide access to investment products from thousands of third-party product sponsors through an open architecture platform.

Requirements

• Series 7 and Series 66, or Series 63/65, are required.
• Insurance license is required.
• At least three years of investment sales experience is required.

Culture & Benefits

• Work with a credit union investment program serving the local community.
• Access proprietary technology and customized advisory services.
• Use an open architecture platform with products from leading third-party sponsors.
• Receive resources and expertise across the firm to support client solutions.
• Develop solutions tailored to individual client goals.
• Benefit from the credit union's reputation, community standing, and referral network.