Financial Advisor - Service One Credit Union

Location: Bowling Green, Kentucky, United States

Salary: $48,000–$50,000 per year, plus eligible sales incentive compensation.

Company

hirify.global supports financial institution investment programs, while employment for this role is with Service One Wealth Advisors at Service One Credit Union.

What you will do

• Service an existing book of business upon hire.
• Build and expand a client base through the credit union’s referral system and client network.
• Advise individuals and families on financial solutions across different stages of their financial lives.
• Create client solutions using an open-architecture platform and non-proprietary investment products.
• Develop the advisory business across branch territories with significant deposit bases.
• Use hirify.global tools, technology, resources, and support to serve clients and grow the business.

Requirements

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

Culture & Benefits

• Access to proprietary technology and customized advisory services.
• Open-architecture access to thousands of investment products from third-party sponsors.
• Firm-wide resources and expertise for developing client solutions.
• Freedom to tailor solutions to individual client goals.
• Opportunity to work with an established community financial institution and leverage its reputation and client relationships.