Financial Advisor - Workers Credit Union

Location: Lunenberg, MA, United States

Pay range: $70,000–$150,000 annually, plus eligible sales incentive compensation.

Company

hirify.global partners with credit unions to provide investment and financial services through affiliated advisors, while employment for this position is with Workers Credit Union.

What you will do

• Service an existing book of business upon hire.
• Build and develop a client base through the credit union’s referral system and client community.
• Support clients and families with financial solutions throughout their financial lives.
• Create client-specific solutions using an open-architecture platform and products from third-party sponsors.
• Grow the advisory business using hirify.global’s technology, tools, resources, and support.
• Serve clients across several branch territories with significant deposit bases.

Requirements

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

Culture & Benefits

• Access to proprietary technology and customized services.
• Access to thousands of investment products from leading third-party product sponsors.
• Resources and expertise to create client solutions without proprietary product restrictions.
• Opportunity to service an existing book of business and benefit from the credit union’s referral system and community reputation.
• hirify.global holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.