Financial Advisor

Location: San Francisco, California, United States

Salary: $100,000–$120,000 per year, plus eligible sales incentive compensation.

Company

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

What you will do

• Serve Patelco Credit Union members with financial solutions throughout their financial lives.
• Service an existing book of business upon hire.
• Build and expand a client base through the credit union’s referral system and member network.
• Develop client solutions without relying on proprietary products.
• Use hirify.global’s technology, tools, services, and firm-wide resources to support clients.
• Offer investment products from thousands of third-party product sponsors through an open-architecture platform.

Requirements

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

Culture & Benefits

• Access to proprietary technology and customized services.
• Open architecture with investment products from leading third-party sponsors.
• Resources and expertise to create solutions tailored to client goals.
• Several branch territories with significant deposit bases and established credit union membership.
• Opportunity to grow an advisory business using Patelco Credit Union’s community reputation and member relationships.