Wealth Advisor (Financial Services)

Location: On-site at the local bank branch in Orem, Utah, United States

Salary: $58,500–$70,000 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with credit unions to provide financial services, investment products, and advisory solutions to their clients.

What you will do

• Provide comprehensive investment, brokerage, advisory, and insurance solutions to retail clients.
• Use a consultative, holistic sales process and appropriate financial assessment tools.
• Build and manage relationships with clients, branch staff, Retail Branch Managers, and Centers of Influence.
• Support branch referral efforts and identify cross-selling opportunities for credit union products.
• Deliver high-quality customer service and meet or exceed established territory sales goals.
• Ensure all activities comply with regulatory, broker-dealer, and institutional requirements.

Requirements

• High school diploma or equivalent; a bachelor’s degree is preferred.
• At least two years of investment sales experience, preferably within a financial institution.
• Active state-applicable Life Insurance License.
• Active Series 7 and Series 65 or 66 registrations; Series 63 registration where required by the state of hire.
• Required registrations that are not active must be obtained within the first six months of employment.
• Computer literacy and proficiency with Microsoft Office, including PowerPoint, and broker-dealer applications.

Nice to have

• Evidence of strong investment-client sales results.
• Knowledge of bank-based investment markets and client needs.
• Strong knowledge of investment, insurance, and financial planning products.

Culture & Benefits

• Fast-paced, client-focused, team-oriented working environment.
• Emphasis on collaboration, creativity, continuous improvement, and world-class client experience.
• Opportunity to earn sales incentive compensation in addition to the base salary.