Financial Advisor - Inova Credit Union

Location: Elkhart, Indiana, United States

Salary: $50,000–$75,000 annually, plus eligible sales incentive compensation.

Company

Financial services support is provided through hirify.global and TruStage in partnership with Inova Credit Union.

What you will do

• Advise credit union members and families on financial solutions throughout their financial lives.
• Service an existing book of business after joining.
• Build a client base through the credit union’s referral system and member network.
• Develop new client relationships across branch territories with significant deposit bases.
• Create personalized client solutions using an open-architecture platform and third-party investment products.
• Grow the advisory business using LPL technology, tools, resources, and support.

Requirements

• Series 7 and Series 66 licenses required; Series 63 and 65 are accepted alternatives where applicable.
• Insurance license required.
• At least three years of investment sales experience.
• Employment is with TruStage; hirify.global holds the securities and insurance licenses in accordance with regulatory requirements.

Culture & Benefits

• Support a local credit union community and help members achieve their 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 to develop client solutions.
• Operate with the freedom to create solutions tailored to individual client goals.