Financial Advisor - Metro Credit Union

Location: Melrose, Massachusetts, United States; onsite at Metro Credit Union

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

Company

Provides financial services and investment program support to credit union clients through TruStage and hirify.global.

What you will do

• Support Metro Credit Union members with financial solutions throughout their financial lives.
• Service an existing book of business upon hire.
• Build and grow a client base through the credit union’s member referral system and community reputation.
• Develop client solutions using an open architecture platform without proprietary product restrictions.
• Serve clients across branch territories with significant deposit bases and identify new advisory opportunities.
• Use hirify.global’s technology, investment products, tools, and firm-wide resources to grow the advisory business.

Requirements

• Series 7 and Series 66 licenses are required; Series 63/65 may satisfy the Series 66 requirement.
• Insurance license required.
• At least three years of investment sales experience required.

Culture & Benefits

• Work with a team dedicated to supporting credit union members and the local community.
• Access proprietary technology and customized services.
• Access thousands of investment products from leading third-party product sponsors through an open architecture platform.
• Receive firm-wide resources and expertise for creating client solutions.
• Maintain freedom to create solutions tailored to individual client goals.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.